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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 | $76,368-18.7% | $67,681-8.2% | $154,746-59.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.78% | 1066.77%-1045.0pp | 590.58%-568.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $6,373 | $3,151+102.2% | $2,678+137.9% | $4,379+45.5% |
| Participant deferral / active EE | $14,946 | $4,824+209.8% | $3,976+275.9% | $6,730+122.1% |
| Admin fee / account holder | $13,018 | $8,559+52.1% | $6,100+113.4% | $14,365-9.4% |