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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 | $56,241 | $107,368-47.6% | $92,915-39.5% | $152,909-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.12% | 145.64%-119.5pp | 109.45%-83.3pp | 345.46%-319.3pp |
| Employer contribution / active EE | $10,354 | $4,222+145.2% | $3,653+183.4% | $4,764+117.3% |
| Participant deferral / active EE | $3,699 | $4,848-23.7% | $4,238-12.7% | $5,851-36.8% |
| Admin fee / account holder | $1,922 | $7,082-72.9% | $5,796-66.8% | $11,601-83.4% |