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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 | $62,517 | $90,607-31.0% | $79,467-21.3% | $135,380-53.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.05% | 977.74%-969.7pp | 718.30%-710.3pp | 519.81%-511.8pp |
| Employer contribution / active EE | $6,541 | $3,068+113.2% | $2,800+133.6% | $4,779+36.9% |
| Participant deferral / active EE | $2,758 | $4,050-31.9% | $3,704-25.5% | $5,609-50.8% |
| Admin fee / account holder | $1,589 | $5,895-73.0% | $5,104-68.9% | $10,828-85.3% |