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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 | $66,889 | $72,071-7.2% | $68,368-2.2% | $137,256-51.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.96% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,000 | $2,788+151.1% | $2,649+164.3% | $4,156+68.4% |
| Participant deferral / active EE | $6,783 | $4,410+53.8% | $4,123+64.5% | $6,407+5.9% |
| Admin fee / account holder | $1,403 | $5,336-73.7% | $5,150-72.8% | $12,270-88.6% |