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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 | $60,372 | $73,546-17.9% | $63,018-4.2% | $147,586-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.81% | 175.56%-158.8pp | 87.62%-70.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $7,420 | $3,324+123.2% | $2,761+168.8% | $4,876+52.2% |
| Participant deferral / active EE | $4,751 | $4,185+13.5% | $3,330+42.7% | $5,439-12.6% |
| Admin fee / account holder | $2,300 | $5,956-61.4% | $3,601-36.1% | $10,886-78.9% |