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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 | $61,534 | $70,366-12.6% | $66,674-7.7% | $138,895-55.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.61% | 386.41%-371.8pp | 321.24%-306.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $7,120 | $2,765+157.5% | $2,620+171.8% | $4,194+69.8% |
| Participant deferral / active EE | $2,621 | $4,374-40.1% | $4,084-35.8% | $6,396-59.0% |
| Admin fee / account holder | $14,377 | $5,262+173.2% | $5,098+182.0% | $12,562+14.4% |