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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 | $82,436 | $105,210-21.6% | $159,487-48.3% | $85,851-4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.59% | 45.08%-31.5pp | 263.71%-250.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $4,850 | $3,319+46.1% | $4,831+0.4% | $2,565+89.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $914 | $6,934-86.8% | $10,804-91.5% | $6,261-85.4% |