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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 | $60,150 | $60,1280% | $90,440-33.5% | $79,852-24.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.44% | 71.95%-58.5pp | 1294.38%-1280.9pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,993 | $2,068+93.1% | $3,263+22.4% | $2,471+61.6% |
| Participant deferral / active EE | $4,272 | $2,939+45.4% | $3,964+7.8% | $3,740+14.2% |
| Admin fee / account holder | $4,823 | $3,977+21.3% | $5,615-14.1% | $5,306-9.1% |