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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 | $47,641 | $134,817-64.7% | $123,973-61.6% | $155,188-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.22% | 515.49%-503.3pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $15,871 | $4,425+258.6% | $4,126+284.7% | $4,248+273.6% |
| Participant deferral / active EE | $51,286 | $5,706+798.8% | $5,247+877.5% | $6,531+685.3% |
| Admin fee / account holder | $33,837 | $13,245+155.5% | $11,799+186.8% | $14,480+133.7% |