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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 | $66,625 | $100,868-33.9% | $90,414-26.3% | $158,931-58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.88% | 1724.58%-1708.7pp | 1293.19%-1277.3pp | 302.86%-287.0pp |
| Employer contribution / active EE | $7,495 | $3,689+103.2% | $3,262+129.8% | $4,761+57.4% |
| Participant deferral / active EE | $2,227 | $4,348-48.8% | $3,963-43.8% | $5,982-62.8% |
| Admin fee / account holder | $3,168 | $6,502-51.3% | $5,611-43.5% | $11,247-71.8% |