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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 | $100,139-50.0% | $85,187-41.2% | $145,884-65.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 84.15%-73.3pp | 66.67%-55.8pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,824 | $3,238+110.8% | $2,732+149.7% | $4,662+46.4% |
| Participant deferral / active EE | $17,292 | $5,296+226.5% | $4,525+282.2% | $6,690+158.5% |
| Admin fee / account holder | $11,264 | $7,262+55.1% | $6,162+82.8% | $13,392-15.9% |