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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 | $56,666 | $70,121-19.2% | $63,803-11.2% | $138,895-59.2% |
| Participation rate | 95.5% | 77.2%+18.2pp | 72.7%+22.8pp | 79.9%+15.5pp |
| Annual return | 13.33% | 946.48%-933.2pp | 543.72%-530.4pp | 145.39%-132.1pp |
| Employer contribution / active EE | $6,138 | $2,882+113.0% | $2,532+142.4% | $4,194+46.3% |
| Participant deferral / active EE | $6,588 | $4,535+45.3% | $3,843+71.4% | $6,396+3.0% |
| Admin fee / account holder | $520 | $6,738-92.3% | $5,196-90.0% | $12,562-95.9% |