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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 | $68,876 | $70,366-2.1% | $66,674+3.3% | $138,895-50.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.87% | 386.41%-367.5pp | 321.24%-302.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,133 | $2,765+85.6% | $2,620+95.9% | $4,194+22.4% |
| Participant deferral / active EE | $8,800 | $4,374+101.2% | $4,084+115.5% | $6,396+37.6% |
| Admin fee / account holder | $708 | $5,262-86.5% | $5,098-86.1% | $12,562-94.4% |