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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 | $61,216 | $162,529-62.3% | $130,788-53.2% | $154,746-60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.16% | 510.48%-489.3pp | 386.44%-365.3pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,685 | $4,447-17.2% | $3,558+3.6% | $4,379-15.9% |
| Participant deferral / active EE | $7,825 | $4,808+62.7% | $4,137+89.1% | $6,730+16.3% |
| Admin fee / account holder | $4,962 | $7,669-35.3% | $6,673-25.6% | $14,365-65.5% |