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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 | $50,600 | $90,606-44.2% | $79,466-36.3% | $135,379-62.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.52% | 977.69%-969.2pp | 718.28%-709.8pp | 519.79%-511.3pp |
| Employer contribution / active EE | $6,836 | $3,068+122.8% | $2,800+144.1% | $4,779+43.1% |
| Participant deferral / active EE | $6,678 | $4,050+64.9% | $3,704+80.3% | $5,609+19.1% |
| Admin fee / account holder | $2,263 | $5,895-61.6% | $5,104-55.7% | $10,828-79.1% |