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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 | $57,397 | $110,551-48.1% | $80,741-28.9% | $167,518-65.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.04% | 120.57%-108.5pp | 87.30%-75.3pp | 478.71%-466.7pp |
| Employer contribution / active EE | $6,145 | $1,543+298.3% | $1,160+429.7% | $4,838+27.0% |
| Participant deferral / active EE | $6,924 | $2,870+141.2% | $2,145+222.7% | $6,342+9.2% |
| Admin fee / account holder | $31,542 | $4,547+593.7% | $3,380+833.1% | $12,312+156.2% |