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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 | $100,203-50.0% | $85,240-41.2% | $145,897-65.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,824 | $3,242+110.5% | $2,735+149.5% | $4,663+46.4% |
| Participant deferral / active EE | $17,292 | $5,299+226.4% | $4,527+282.0% | $6,689+158.5% |
| Admin fee / account holder | $11,264 | $7,265+55.0% | $6,165+82.7% | $13,390-15.9% |