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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 | $166,131-66.9% | $164,975-66.7% | $145,877-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.48% | 100.37%-87.9pp | 70.12%-57.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $9,894 | $5,276+87.5% | $4,343+127.8% | $4,663+112.2% |
| Participant deferral / active EE | $25,401 | $6,962+264.9% | $6,033+321.0% | $6,691+279.7% |
| Admin fee / account holder | $23,145 | $16,648+39.0% | $12,688+82.4% | $13,402+72.7% |