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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 | $72,524 | $104,953-30.9% | $84,637-14.3% | $152,909-52.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.88% | 373.94%-356.1pp | 258.82%-240.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $7,678 | $3,304+132.4% | $2,653+189.4% | $4,764+61.2% |
| Participant deferral / active EE | $2,436 | $4,691-48.1% | $3,900-37.6% | $5,851-58.4% |
| Admin fee / account holder | $5,433 | $6,244-13.0% | $4,914+10.6% | $11,601-53.2% |