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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 | $70,845 | $104,953-32.5% | $84,637-16.3% | $152,909-53.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.77% | 373.94%-353.2pp | 258.82%-238.1pp | 345.46%-324.7pp |
| Employer contribution / active EE | $4,220 | $3,304+27.7% | $2,653+59.0% | $4,764-11.4% |
| Participant deferral / active EE | $9,743 | $4,691+107.7% | $3,900+149.8% | $5,851+66.5% |
| Admin fee / account holder | $2,604 | $6,244-58.3% | $4,914-47.0% | $11,601-77.5% |