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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 | $71,444 | $125,778-43.2% | $114,563-37.6% | $154,746-53.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 9.15% | 295.14%-286.0pp | 241.09%-231.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $14,973 | $2,806+433.6% | $2,592+477.7% | $4,379+241.9% |
| Participant deferral / active EE | $8,029 | $4,445+80.6% | $4,142+93.8% | $6,730+19.3% |
| Admin fee / account holder | $874 | $8,190-89.3% | $7,623-88.5% | $14,365-93.9% |