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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 | $70,673 | $138,076-48.8% | $123,553-42.8% | $135,380-47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.97% | 153.70%-141.7pp | 119.21%-107.2pp | 519.81%-507.8pp |
| Employer contribution / active EE | $4,425 | $5,152-14.1% | $4,628-4.4% | $4,779-7.4% |
| Participant deferral / active EE | $13,964 | $6,800+105.4% | $6,426+117.3% | $5,609+149.0% |
| Admin fee / account holder | $4,981 | $10,917-54.4% | $9,284-46.3% | $10,828-54.0% |