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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 | $67,820 | $162,529-58.3% | $130,788-48.1% | $154,746-56.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.14% | 510.48%-497.3pp | 386.44%-373.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,947 | $4,447+33.7% | $3,558+67.1% | $4,379+35.8% |
| Participant deferral / active EE | $7,992 | $4,808+66.2% | $4,137+93.2% | $6,730+18.7% |
| Admin fee / account holder | $3,725 | $7,669-51.4% | $6,673-44.2% | $14,365-74.1% |