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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 | $65,537 | $90,489-27.6% | $76,051-13.8% | $145,978-55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.33% | 622.78%-611.4pp | 360.42%-349.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,384 | $3,319-28.2% | $2,690-11.4% | $4,662-48.9% |
| Participant deferral / active EE | $4,862 | $5,164-5.9% | $4,257+14.2% | $6,690-27.3% |
| Admin fee / account holder | $6,576 | $8,374-21.5% | $6,416+2.5% | $13,400-50.9% |