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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 | $50,435 | $175,231-71.2% | $149,696-66.3% | $139,466-63.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.32% | 166.77%-143.4pp | 134.46%-111.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $7,534 | $5,478+37.5% | $4,821+56.3% | $4,754+58.5% |
| Participant deferral / active EE | $11,549 | $6,521+77.1% | $5,682+103.2% | $6,712+72.1% |
| Admin fee / account holder | $2,223 | $16,155-86.2% | $13,212-83.2% | $11,409-80.5% |