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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 | $61,328 | $72,071-14.9% | $68,368-10.3% | $137,256-55.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.97% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $9,100 | $2,788+226.4% | $2,649+243.5% | $4,156+119.0% |
| Participant deferral / active EE | $3,109 | $4,410-29.5% | $4,123-24.6% | $6,407-51.5% |
| Admin fee / account holder | $23,655 | $5,336+343.4% | $5,150+359.3% | $12,270+92.8% |