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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 | $55,020 | $176,105-68.8% | $159,474-65.5% | $167,536-67.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.07% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $9,736 | $5,299+83.7% | $4,831+101.5% | $4,839+101.2% |
| Participant deferral / active EE | $7,045 | $7,751-9.1% | $7,353-4.2% | $6,342+11.1% |
| Admin fee / account holder | $2,365 | $12,559-81.2% | $10,802-78.1% | $12,315-80.8% |