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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 | $67,130 | $110,093-39.0% | $97,295-31.0% | $145,897-54.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.51% | 244.76%-232.3pp | 75.62%-63.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,247 | $3,077+200.5% | $2,723+239.6% | $4,663+98.3% |
| Participant deferral / active EE | $11,055 | $4,678+136.3% | $4,264+159.3% | $6,689+65.3% |
| Admin fee / account holder | $1,281 | $6,212-79.4% | $5,646-77.3% | $13,390-90.4% |