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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 | $83,775 | $110,039-23.9% | $97,260-13.9% | $145,884-42.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.79% | 244.44%-231.7pp | 75.54%-62.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,780 | $3,074+88.0% | $2,721+112.4% | $4,662+24.0% |
| Participant deferral / active EE | $5,682 | $4,674+21.6% | $4,262+33.3% | $6,690-15.1% |
| Admin fee / account holder | $37,635 | $6,204+506.7% | $5,640+567.3% | $13,392+181.0% |