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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 | $116,940 | $149,040-21.5% | $120,225-2.7% | $137,256-14.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.57% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $30,614 | $4,350+603.7% | $3,475+780.9% | $4,156+636.6% |
| Participant deferral / active EE | $23,500 | $4,655+404.9% | $3,999+487.7% | $6,407+266.8% |
| Admin fee / account holder | $1,137 | $6,348-82.1% | $5,696-80.0% | $12,270-90.7% |