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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 | $74,355 | $108,942-31.7% | $100,415-26.0% | $145,897-49.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 58.27%-46.0pp | 49.47%-37.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,345 | $4,422+20.9% | $3,943+35.6% | $4,663+14.6% |
| Participant deferral / active EE | $11,963 | $8,461+41.4% | $8,091+47.9% | $6,689+78.8% |
| Admin fee / account holder | $19,165 | $9,702+97.5% | $7,906+142.4% | $13,390+43.1% |