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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 | $100,139-45.4% | $85,187-35.9% | $145,884-62.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 84.15%-74.8pp | 66.67%-57.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $4,691 | $3,238+44.9% | $2,732+71.7% | $4,662+0.6% |
| Participant deferral / active EE | $9,576 | $5,296+80.8% | $4,525+111.6% | $6,690+43.1% |
| Admin fee / account holder | $14,879 | $7,262+104.9% | $6,162+141.5% | $13,392+11.1% |