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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 | $70,639 | $95,979-26.4% | $74,551-5.2% | $135,380-47.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.20% | 56.97%-47.8pp | 32.53%-23.3pp | 519.81%-510.6pp |
| Employer contribution / active EE | $9,511 | $2,716+250.1% | $1,961+385.0% | $4,779+99.0% |
| Participant deferral / active EE | $6,612 | $3,844+72.0% | $3,108+112.7% | $5,609+17.9% |
| Admin fee / account holder | $12,807 | $6,522+96.4% | $5,059+153.2% | $10,828+18.3% |