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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 | $28,213 | $183,539-84.6% | $155,556-81.9% | $145,897-80.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $11,507 | $5,315+116.5% | $4,675+146.1% | $4,663+146.8% |
| Participant deferral / active EE | $6,378 | $6,467-1.4% | $5,631+13.3% | $6,689-4.6% |
| Admin fee / account holder | $5,010 | $19,275-74.0% | $15,885-68.5% | $13,390-62.6% |