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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 | $70,741 | $73,518-3.8% | $63,003+12.3% | $147,585-52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.77% | 175.46%-161.7pp | 87.59%-73.8pp | 578.56%-564.8pp |
| Employer contribution / active EE | $9,553 | $3,322+187.5% | $2,760+246.1% | $4,876+95.9% |
| Participant deferral / active EE | $1,410 | $4,183-66.3% | $3,329-57.6% | $5,439-74.1% |
| Admin fee / account holder | $1,493 | $5,952-74.9% | $3,600-58.5% | $10,885-86.3% |