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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 | $109,967-37.9% | $97,197-29.8% | $145,877-53.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.66% | 244.27%-218.6pp | 75.47%-49.8pp | 551.28%-525.6pp |
| Employer contribution / active EE | $5,578 | $3,077+81.3% | $2,723+104.9% | $4,663+19.6% |
| Participant deferral / active EE | $8,713 | $4,676+86.3% | $4,263+104.4% | $6,691+30.2% |
| Admin fee / account holder | $602 | $6,199-90.3% | $5,637-89.3% | $13,402-95.5% |