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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 | $56,688 | $149,040-62.0% | $120,225-52.8% | $137,256-58.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.07% | 605.68%-584.6pp | 439.23%-418.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $7,152 | $4,350+64.4% | $3,475+105.8% | $4,156+72.1% |
| Participant deferral / active EE | $10,309 | $4,655+121.5% | $3,999+157.8% | $6,407+60.9% |
| Admin fee / account holder | $6,149 | $6,348-3.1% | $5,696+8.0% | $12,270-49.9% |