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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 | $73,097 | $70,366+3.9% | $66,674+9.6% | $138,895-47.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.07% | 386.41%-372.3pp | 321.24%-307.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,754 | $2,765+71.9% | $2,620+81.4% | $4,194+13.3% |
| Participant deferral / active EE | $7,780 | $4,374+77.9% | $4,084+90.5% | $6,396+21.6% |
| Admin fee / account holder | $33,942 | $5,262+545.0% | $5,098+565.8% | $12,562+170.2% |