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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 | $56,004 | $111,814-49.9% | $93,654-40.2% | $145,959-61.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.24% | 203.30%-190.1pp | 133.34%-120.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $8,994 | $3,092+190.9% | $2,421+271.5% | $4,661+93.0% |
| Participant deferral / active EE | $4,214 | $4,914-14.3% | $4,413-4.5% | $6,689-37.0% |
| Admin fee / account holder | $1,537 | $10,246-85.0% | $8,282-81.4% | $13,398-88.5% |