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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 | $63,616 | $72,071-11.7% | $68,368-7.0% | $137,256-53.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.77% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,648 | $2,788+102.6% | $2,649+113.2% | $4,156+35.9% |
| Participant deferral / active EE | $9,141 | $4,410+107.3% | $4,123+121.7% | $6,407+42.7% |
| Admin fee / account holder | $3,740 | $5,336-29.9% | $5,150-27.4% | $12,270-69.5% |