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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 | $62,108 | $68,097-8.8% | $62,929-1.3% | $137,256-54.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.78% | 1859.11%-1837.3pp | 1063.93%-1042.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $6,373 | $2,811+126.7% | $2,505+154.4% | $4,156+53.3% |
| Participant deferral / active EE | $14,946 | $4,553+228.3% | $3,888+284.4% | $6,407+133.3% |
| Admin fee / account holder | $13,018 | $6,521+99.6% | $5,065+157.0% | $12,270+6.1% |