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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 | $154,548 | $60,139+157.0% | $90,461+70.8% | $79,856+93.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 45.23% | 71.96%-26.7pp | 1294.76%-1249.5pp | 31.71%+13.5pp |
| Employer contribution / active EE | $6,673 | $2,069+222.6% | $3,264+104.5% | $2,471+170.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,956 | $3,978-0.6% | $5,617-29.6% | $5,306-25.4% |