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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 | $51,942 | $175,231-70.4% | $149,696-65.3% | $139,466-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.78% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $10,701 | $5,478+95.3% | $4,821+122.0% | $4,754+125.1% |
| Participant deferral / active EE | $2,910 | $6,521-55.4% | $5,682-48.8% | $6,712-56.7% |
| Admin fee / account holder | $5,765 | $16,155-64.3% | $13,212-56.4% | $11,409-49.5% |