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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 | $53,362 | $73,518-27.4% | $63,003-15.3% | $147,585-63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.02% | 175.46%-157.4pp | 87.59%-69.6pp | 578.57%-560.5pp |
| Employer contribution / active EE | $9,136 | $3,322+175.0% | $2,760+231.0% | $4,876+87.4% |
| Participant deferral / active EE | $9,136 | $4,183+118.4% | $3,329+174.4% | $5,439+68.0% |
| Admin fee / account holder | $2,171 | $5,952-63.5% | $3,600-39.7% | $10,885-80.1% |