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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 | $77,105 | $109,967-29.9% | $97,197-20.7% | $145,877-47.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.46% | 244.27%-235.8pp | 75.47%-67.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $18,687 | $3,077+507.4% | $2,723+586.3% | $4,663+300.7% |
| Participant deferral / active EE | $8,703 | $4,676+86.1% | $4,263+104.1% | $6,691+30.1% |
| Admin fee / account holder | $2,814 | $6,199-54.6% | $5,637-50.1% | $13,402-79.0% |