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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 | $80,228 | $152,619-47.4% | $125,195-35.9% | $152,909-47.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 29.46% | 54.85%-25.4pp | 43.79%-14.3pp | 345.46%-316.0pp |
| Employer contribution / active EE | $16,720 | $4,947+237.9% | $3,866+332.5% | $4,764+251.0% |
| Participant deferral / active EE | $17,709 | $5,869+201.8% | $4,937+258.7% | $5,851+202.6% |
| Admin fee / account holder | $6,691 | $13,437-50.2% | $9,704-31.0% | $11,601-42.3% |