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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 | $65,986 | $90,397-27.0% | $76,002-13.2% | $145,959-54.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 43.97% | 621.97%-578.0pp | 360.07%-316.1pp | 561.95%-518.0pp |
| Employer contribution / active EE | $1,968 | $3,317-40.7% | $2,688-26.8% | $4,661-57.8% |
| Participant deferral / active EE | $8,782 | $5,163+70.1% | $4,257+106.3% | $6,689+31.3% |
| Admin fee / account holder | $17,603 | $8,369+110.3% | $6,414+174.5% | $13,398+31.4% |