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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 | $69,690 | $102,595-32.1% | $94,057-25.9% | $154,746-55.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.17% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,743 | $3,147+114.2% | $2,933+129.9% | $4,379+54.0% |
| Participant deferral / active EE | $4,926 | $5,118-3.8% | $4,709+4.6% | $6,730-26.8% |
| Admin fee / account holder | $5,686 | $7,736-26.5% | $7,244-21.5% | $14,365-60.4% |