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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 | $48,525 | $108,942-55.5% | $100,415-51.7% | $145,897-66.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.92% | 58.27%-44.3pp | 49.47%-35.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $6,517 | $4,422+47.4% | $3,943+65.3% | $4,663+39.8% |
| Participant deferral / active EE | $20,437 | $8,461+141.5% | $8,091+152.6% | $6,689+205.5% |
| Admin fee / account holder | $5,083 | $9,702-47.6% | $7,906-35.7% | $13,390-62.0% |