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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 | $67,997 | $72,071-5.7% | $68,368-0.5% | $137,256-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,682 | $2,788+283.2% | $2,649+303.3% | $4,156+157.0% |
| Participant deferral / active EE | $4,319 | $4,410-2.1% | $4,123+4.7% | $6,407-32.6% |
| Admin fee / account holder | $13,468 | $5,336+152.4% | $5,150+161.5% | $12,270+9.8% |