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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 | $71,937 | $70,121+2.6% | $63,803+12.7% | $138,895-48.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.28% | 946.48%-933.2pp | 543.72%-530.4pp | 145.39%-132.1pp |
| Employer contribution / active EE | $6,205 | $2,882+115.3% | $2,532+145.0% | $4,194+47.9% |
| Participant deferral / active EE | $9,970 | $4,535+119.8% | $3,843+159.4% | $6,396+55.9% |
| Admin fee / account holder | $2,491 | $6,738-63.0% | $5,196-52.1% | $12,562-80.2% |