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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 | $62,905 | $68,097-7.6% | $62,9290% | $137,256-54.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.44% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,780 | $2,811+70.0% | $2,505+90.9% | $4,156+15.0% |
| Participant deferral / active EE | $1,912 | $4,553-58.0% | $3,888-50.8% | $6,407-70.2% |
| Admin fee / account holder | $13,165 | $6,521+101.9% | $5,065+159.9% | $12,270+7.3% |