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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 | $25,248 | $72,071-65.0% | $68,368-63.1% | $137,256-81.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 124.63% | 353.14%-228.5pp | 292.57%-167.9pp | 220.34%-95.7pp |
| Employer contribution / active EE | $6,880 | $2,788+146.8% | $2,649+159.7% | $4,156+65.5% |
| Participant deferral / active EE | $10,523 | $4,410+138.6% | $4,123+155.3% | $6,407+64.3% |
| Admin fee / account holder | $1,825 | $5,336-65.8% | $5,150-64.6% | $12,270-85.1% |