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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 | $65,837 | $102,595-35.8% | $94,057-30.0% | $154,746-57.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.34% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,278 | $3,147+4.2% | $2,933+11.8% | $4,379-25.1% |
| Participant deferral / active EE | $8,833 | $5,118+72.6% | $4,709+87.6% | $6,730+31.2% |
| Admin fee / account holder | $22,552 | $7,736+191.5% | $7,244+211.3% | $14,365+57.0% |