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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 | $60,292 | $167,030-63.9% | $135,768-55.6% | $155,188-61.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.46% | 678.39%-656.9pp | 526.10%-504.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $3,357 | $4,132-18.8% | $3,394-1.1% | $4,248-21.0% |
| Participant deferral / active EE | $11,221 | $4,528+147.8% | $3,977+182.1% | $6,531+71.8% |
| Admin fee / account holder | $2,400 | $8,172-70.6% | $7,048-65.9% | $14,480-83.4% |