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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 | $54,926 | $72,071-23.8% | $68,368-19.7% | $137,256-60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.98% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,659 | $2,788+210.6% | $2,649+226.9% | $4,156+108.4% |
| Participant deferral / active EE | $5,477 | $4,410+24.2% | $4,123+32.8% | $6,407-14.5% |
| Admin fee / account holder | $5,675 | $5,336+6.4% | $5,150+10.2% | $12,270-53.7% |