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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 | $66,252 | $134,817-50.9% | $123,973-46.6% | $155,188-57.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.71% | 515.49%-505.8pp | 388.13%-378.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $11,989 | $4,425+170.9% | $4,126+190.6% | $4,248+182.2% |
| Participant deferral / active EE | $4,342 | $5,706-23.9% | $5,247-17.2% | $6,531-33.5% |
| Admin fee / account holder | $6,122 | $13,245-53.8% | $11,799-48.1% | $14,480-57.7% |