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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 | $73,518-54.8% | $63,003-47.3% | $147,585-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.84% | 175.46%-160.6pp | 87.59%-72.7pp | 578.56%-563.7pp |
| Employer contribution / active EE | $5,777 | $3,322+73.9% | $2,760+109.3% | $4,876+18.5% |
| Participant deferral / active EE | $4,800 | $4,183+14.8% | $3,329+44.2% | $5,439-11.7% |
| Admin fee / account holder | $5,895 | $5,952-1.0% | $3,600+63.8% | $10,885-45.8% |