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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 | $64,852 | $76,368-15.1% | $67,681-4.2% | $154,746-58.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.67% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,115 | $3,151+30.6% | $2,678+53.6% | $4,379-6.0% |
| Participant deferral / active EE | $9,160 | $4,824+89.9% | $3,976+130.4% | $6,730+36.1% |
| Admin fee / account holder | $11,002 | $8,559+28.5% | $6,100+80.4% | $14,365-23.4% |