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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,952 | $167,030-68.3% | $135,768-61.0% | $155,188-65.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.70% | 678.39%-667.7pp | 526.10%-515.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $14,571 | $4,132+252.6% | $3,394+329.3% | $4,248+243.0% |
| Participant deferral / active EE | $3,284 | $4,528-27.5% | $3,977-17.4% | $6,531-49.7% |
| Admin fee / account holder | $4,057 | $8,172-50.4% | $7,048-42.4% | $14,480-72.0% |