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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 | $52,232 | $107,368-51.4% | $92,915-43.8% | $152,909-65.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.91% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $13,010 | $4,222+208.1% | $3,653+256.1% | $4,764+173.1% |
| Participant deferral / active EE | $7,301 | $4,848+50.6% | $4,238+72.3% | $5,851+24.8% |
| Admin fee / account holder | $1,695 | $7,082-76.1% | $5,796-70.8% | $11,601-85.4% |