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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 | $44,524 | $95,580-53.4% | $76,872-42.1% | $139,466-68.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.88% | 55.00%-44.1pp | 37.90%-27.0pp | 373.66%-362.8pp |
| Employer contribution / active EE | $5,319 | $3,145+69.1% | $2,533+110.0% | $4,754+11.9% |
| Participant deferral / active EE | $8,282 | $4,623+79.2% | $3,832+116.1% | $6,712+23.4% |
| Admin fee / account holder | $13,823 | $8,302+66.5% | $5,476+152.4% | $11,409+21.2% |