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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 | $50,103 | $99,921-49.9% | $85,009-41.1% | $145,959-65.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 83.89%-73.0pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $6,824 | $3,233+111.1% | $2,728+150.1% | $4,661+46.4% |
| Participant deferral / active EE | $17,292 | $5,293+226.7% | $4,522+282.4% | $6,689+158.5% |
| Admin fee / account holder | $11,264 | $7,252+55.3% | $6,153+83.1% | $13,398-15.9% |