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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 | $33,210 | $73,546-54.8% | $63,018-47.3% | $147,586-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.84% | 175.56%-160.7pp | 87.62%-72.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,777 | $3,324+73.8% | $2,761+109.3% | $4,876+18.5% |
| Participant deferral / active EE | $4,800 | $4,185+14.7% | $3,330+44.2% | $5,439-11.7% |
| Admin fee / account holder | $5,895 | $5,956-1.0% | $3,601+63.7% | $10,886-45.8% |