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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 | $66,467 | $109,904-39.5% | $97,167-31.6% | $145,959-54.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.82% | 243.43%-231.6pp | 75.27%-63.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $5,958 | $3,084+93.2% | $2,729+118.3% | $4,661+27.8% |
| Participant deferral / active EE | $6,970 | $4,676+49.1% | $4,264+63.5% | $6,689+4.2% |
| Admin fee / account holder | $6,181 | $6,216-0.6% | $5,650+9.4% | $13,398-53.9% |