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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 | $72,162 | $90,614-20.4% | $76,089-5.2% | $145,877-50.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.77% | 623.80%-613.0pp | 360.94%-350.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,750 | $3,324+133.1% | $2,690+188.1% | $4,663+66.2% |
| Participant deferral / active EE | $11,235 | $5,168+117.4% | $4,259+163.8% | $6,691+67.9% |
| Admin fee / account holder | $355 | $8,376-95.8% | $6,418-94.5% | $13,402-97.4% |