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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 | $70,482 | $102,595-31.3% | $94,057-25.1% | $154,746-54.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.41% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,521 | $3,147+11.9% | $2,933+20.0% | $4,379-19.6% |
| Participant deferral / active EE | $3,735 | $5,118-27.0% | $4,709-20.7% | $6,730-44.5% |
| Admin fee / account holder | $1,719 | $7,736-77.8% | $7,244-76.3% | $14,365-88.0% |