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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 | $58,499 | $70,366-16.9% | $66,674-12.3% | $138,895-57.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.79% | 386.41%-372.6pp | 321.24%-307.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $22,688 | $2,765+720.5% | $2,620+765.9% | $4,194+440.9% |
| Participant deferral / active EE | $17,200 | $4,374+293.2% | $4,084+321.2% | $6,396+168.9% |
| Admin fee / account holder | $25,594 | $5,262+386.3% | $5,098+402.0% | $12,562+103.7% |