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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 | $54,644 | $100,203-45.5% | $85,240-35.9% | $145,897-62.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 84.28%-75.0pp | 66.75%-57.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $4,691 | $3,242+44.7% | $2,735+71.5% | $4,663+0.6% |
| Participant deferral / active EE | $9,576 | $5,299+80.7% | $4,527+111.5% | $6,689+43.2% |
| Admin fee / account holder | $14,879 | $7,265+104.8% | $6,165+141.4% | $13,390+11.1% |