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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 | $74,715 | $109,967-32.1% | $97,197-23.1% | $145,877-48.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 33.81% | 244.27%-210.5pp | 75.47%-41.7pp | 551.28%-517.5pp |
| Employer contribution / active EE | $6,018 | $3,077+95.6% | $2,723+121.0% | $4,663+29.1% |
| Participant deferral / active EE | $7,352 | $4,676+57.2% | $4,263+72.4% | $6,691+9.9% |
| Admin fee / account holder | $477 | $6,199-92.3% | $5,637-91.5% | $13,402-96.4% |