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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 | $73,518-17.9% | $63,003-4.2% | $147,585-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.81% | 175.46%-158.7pp | 87.59%-70.8pp | 578.56%-561.8pp |
| Employer contribution / active EE | $7,420 | $3,322+123.3% | $2,760+168.8% | $4,876+52.2% |
| Participant deferral / active EE | $4,751 | $4,183+13.6% | $3,329+42.7% | $5,439-12.6% |
| Admin fee / account holder | $2,300 | $5,952-61.4% | $3,600-36.1% | $10,885-78.9% |