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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 | $65,993 | $69,248-4.7% | $64,101+3.0% | $139,466-52.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 45.95%-30.8pp | 33.72%-18.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $7,120 | $3,185+123.6% | $2,749+159.0% | $4,754+49.8% |
| Participant deferral / active EE | $7,329 | $4,682+56.5% | $3,881+88.8% | $6,712+9.2% |
| Admin fee / account holder | $17,045 | $4,247+301.3% | $3,070+455.2% | $11,409+49.4% |