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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 | $54,479 | $144,130-62.2% | $117,860-53.8% | $147,585-63.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.91% | 531.20%-519.3pp | 335.10%-323.2pp | 578.58%-566.7pp |
| Employer contribution / active EE | $12,449 | $4,897+154.2% | $3,786+228.8% | $4,876+155.3% |
| Participant deferral / active EE | $10,236 | $5,316+92.5% | $4,482+128.4% | $5,439+88.2% |
| Admin fee / account holder | $7,451 | $10,887-31.6% | $8,021-7.1% | $10,886-31.6% |