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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 | $80,453 | $104,924-23.3% | $84,623-4.9% | $152,885-47.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.47% | 373.82%-351.3pp | 258.77%-236.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $5,014 | $3,302+51.8% | $2,652+89.0% | $4,763+5.3% |
| Participant deferral / active EE | $7,166 | $4,689+52.8% | $3,899+83.8% | $5,851+22.5% |
| Admin fee / account holder | $787 | $6,242-87.4% | $4,913-84.0% | $11,598-93.2% |