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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 | $54,917 | $166,242-67.0% | $165,071-66.7% | $145,884-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.48% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $9,894 | $5,283+87.3% | $4,347+127.6% | $4,662+112.2% |
| Participant deferral / active EE | $25,401 | $6,964+264.7% | $6,035+320.9% | $6,690+279.7% |
| Admin fee / account holder | $23,145 | $16,658+38.9% | $12,695+82.3% | $13,392+72.8% |