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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 | $47,286 | $144,124-67.2% | $117,857-59.9% | $147,585-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.39% | 531.17%-516.8pp | 335.09%-320.7pp | 578.56%-564.2pp |
| Employer contribution / active EE | $10,921 | $4,897+123.0% | $3,786+188.5% | $4,876+124.0% |
| Participant deferral / active EE | $4,510 | $5,316-15.2% | $4,482+0.6% | $5,439-17.1% |
| Admin fee / account holder | $2,500 | $10,886-77.0% | $8,020-68.8% | $10,885-77.0% |