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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 | $70,676 | $72,071-1.9% | $68,368+3.4% | $137,256-48.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.58% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,126 | $2,788+119.7% | $2,649+131.3% | $4,156+47.4% |
| Participant deferral / active EE | $17,023 | $4,410+286.0% | $4,123+312.9% | $6,407+165.7% |
| Admin fee / account holder | $6,272 | $5,336+17.6% | $5,150+21.8% | $12,270-48.9% |