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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 | $47,674 | $110,093-56.7% | $97,295-51.0% | $145,897-67.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.17% | 244.76%-224.6pp | 75.62%-55.4pp | 552.29%-532.1pp |
| Employer contribution / active EE | $4,143 | $3,077+34.6% | $2,723+52.1% | $4,663-11.2% |
| Participant deferral / active EE | $15,524 | $4,678+231.9% | $4,264+264.1% | $6,689+132.1% |
| Admin fee / account holder | $6,585 | $6,212+6.0% | $5,646+16.6% | $13,390-50.8% |