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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 | $60,464 | $72,071-16.1% | $68,368-11.6% | $137,256-55.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,336 | $2,788+91.4% | $2,649+101.4% | $4,156+28.4% |
| Participant deferral / active EE | $13,777 | $4,410+212.4% | $4,123+234.2% | $6,407+115.0% |
| Admin fee / account holder | $69,819 | $5,336+1208.6% | $5,150+1255.8% | $12,270+469.0% |