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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 | $54,417 | $103,038-47.2% | $90,324-39.8% | $152,909-64.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.51% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $5,405 | $3,141+72.1% | $2,856+89.3% | $4,764+13.5% |
| Participant deferral / active EE | $1,405 | $4,282-67.2% | $3,885-63.8% | $5,851-76.0% |
| Admin fee / account holder | $6,330 | $6,177+2.5% | $5,356+18.2% | $11,601-45.4% |