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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 | $92,471 | $70,366+31.4% | $66,674+38.7% | $138,895-33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.55% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $6,832 | $2,765+147.1% | $2,620+160.7% | $4,194+62.9% |
| Participant deferral / active EE | $13,833 | $4,374+216.2% | $4,084+238.7% | $6,396+116.3% |
| Admin fee / account holder | $610 | $5,262-88.4% | $5,098-88.0% | $12,562-95.1% |