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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 | $68,261 | $110,093-38.0% | $97,295-29.8% | $145,897-53.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.66% | 244.76%-219.1pp | 75.62%-50.0pp | 552.29%-526.6pp |
| Employer contribution / active EE | $5,578 | $3,077+81.3% | $2,723+104.9% | $4,663+19.6% |
| Participant deferral / active EE | $8,713 | $4,678+86.3% | $4,264+104.4% | $6,689+30.3% |
| Admin fee / account holder | $602 | $6,212-90.3% | $5,646-89.3% | $13,390-95.5% |