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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 | $54,226 | $72,071-24.8% | $68,368-20.7% | $137,256-60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.91% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,125 | $2,788+48.0% | $2,649+55.7% | $4,156-0.7% |
| Participant deferral / active EE | $10,273 | $4,410+133.0% | $4,123+149.2% | $6,407+60.4% |
| Admin fee / account holder | $11,771 | $5,336+120.6% | $5,150+128.6% | $12,270-4.1% |