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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 | $51,488 | $73,546-30.0% | $63,018-18.3% | $147,586-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.32% | 175.56%-166.2pp | 87.62%-78.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $7,891 | $3,324+137.4% | $2,761+185.8% | $4,876+61.8% |
| Participant deferral / active EE | $7,891 | $4,185+88.6% | $3,330+137.0% | $5,439+45.1% |
| Admin fee / account holder | $5,951 | $5,956-0.1% | $3,601+65.3% | $10,886-45.3% |