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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 | $52,480 | $104,937-50.0% | $84,628-38.0% | $152,897-65.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 242.34% | 373.88%-131.5pp | 258.80%-16.5pp | 345.43%-103.1pp |
| Employer contribution / active EE | $14,984 | $3,303+353.6% | $2,653+464.8% | $4,764+214.6% |
| Participant deferral / active EE | $17,772 | $4,690+278.9% | $3,900+355.7% | $5,851+203.7% |
| Admin fee / account holder | $703 | $6,243-88.7% | $4,914-85.7% | $11,599-93.9% |