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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 | $72,071-8.7% | $68,368-3.7% | $137,256-52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.34% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,278 | $2,788+17.6% | $2,649+23.7% | $4,156-21.1% |
| Participant deferral / active EE | $8,833 | $4,410+100.3% | $4,123+114.2% | $6,407+37.9% |
| Admin fee / account holder | $22,552 | $5,336+322.7% | $5,150+337.9% | $12,270+83.8% |