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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 | $74,998 | $90,614-17.2% | $76,089-1.4% | $145,877-48.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.97% | 623.80%-609.8pp | 360.94%-347.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $4,276 | $3,324+28.6% | $2,690+59.0% | $4,663-8.3% |
| Participant deferral / active EE | $16,560 | $5,168+220.4% | $4,259+288.8% | $6,691+147.5% |
| Admin fee / account holder | $732 | $8,376-91.3% | $6,418-88.6% | $13,402-94.5% |