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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 | $45,276 | $103,038-56.1% | $90,324-49.9% | $152,909-70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.92% | 95.25%-84.3pp | 78.15%-67.2pp | 345.46%-334.5pp |
| Employer contribution / active EE | $7,673 | $3,141+144.3% | $2,856+168.7% | $4,764+61.1% |
| Participant deferral / active EE | $8,414 | $4,282+96.5% | $3,885+116.5% | $5,851+43.8% |
| Admin fee / account holder | $12,137 | $6,177+96.5% | $5,356+126.6% | $11,601+4.6% |