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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 | $64,534 | $65,434-1.4% | $98,483-34.5% | $85,847-24.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.17% | 21.75%-5.6pp | 1494.38%-1478.2pp | 318.61%-302.4pp |
| Employer contribution / active EE | $2,999 | $2,169+38.3% | $2,961+1.3% | $2,565+16.9% |
| Participant deferral / active EE | $3,497 | $3,168+10.4% | $4,276-18.2% | $3,952-11.5% |
| Admin fee / account holder | $2,602 | $4,595-43.4% | $5,953-56.3% | $6,261-58.4% |