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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 | $69,748 | $90,606-23.0% | $79,466-12.2% | $135,379-48.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.16% | 977.69%-969.5pp | 718.28%-710.1pp | 519.79%-511.6pp |
| Employer contribution / active EE | $3,823 | $3,068+24.6% | $2,800+36.5% | $4,779-20.0% |
| Participant deferral / active EE | $2,168 | $4,050-46.5% | $3,704-41.5% | $5,609-61.3% |
| Admin fee / account holder | $11,261 | $5,895+91.0% | $5,104+120.6% | $10,828+4.0% |