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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 | $55,483 | $125,778-55.9% | $114,563-51.6% | $154,746-64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 9.88% | 295.14%-285.3pp | 241.09%-231.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $6,643 | $2,806+136.7% | $2,592+156.3% | $4,379+51.7% |
| Participant deferral / active EE | $6,544 | $4,445+47.2% | $4,142+58.0% | $6,730-2.8% |
| Admin fee / account holder | $37,997 | $8,190+363.9% | $7,623+398.4% | $14,365+164.5% |