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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 | $67,854 | $73,518-7.7% | $63,003+7.7% | $147,585-54.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.39% | 175.46%-165.1pp | 87.59%-77.2pp | 578.57%-568.2pp |
| Employer contribution / active EE | $5,554 | $3,322+67.2% | $2,760+101.2% | $4,876+13.9% |
| Participant deferral / active EE | $2,117 | $4,183-49.4% | $3,329-36.4% | $5,439-61.1% |
| Admin fee / account holder | $4,708 | $5,952-20.9% | $3,600+30.8% | $10,885-56.8% |