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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 | $52,059 | $118,877-56.2% | $96,570-46.1% | $167,536-68.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.20% | 50.50%-31.3pp | 37.79%-18.6pp | 478.82%-459.6pp |
| Employer contribution / active EE | $9,844 | $3,121+215.4% | $2,357+317.6% | $4,839+103.4% |
| Participant deferral / active EE | $6,625 | $4,617+43.5% | $3,849+72.1% | $6,342+4.5% |
| Admin fee / account holder | $2,860 | $8,069-64.6% | $6,182-53.7% | $12,315-76.8% |