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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 | $73,430 | $73,546-0.2% | $63,018+16.5% | $147,586-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.97% | 175.56%-154.6pp | 87.62%-66.7pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,772 | $3,324-16.6% | $2,761+0.4% | $4,876-43.2% |
| Participant deferral / active EE | $2,400 | $4,185-42.6% | $3,330-27.9% | $5,439-55.9% |
| Admin fee / account holder | $1,217 | $5,956-79.6% | $3,601-66.2% | $10,886-88.8% |