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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 | $48,255 | $73,518-34.4% | $63,003-23.4% | $147,585-67.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.54% | 175.46%-158.9pp | 87.59%-71.0pp | 578.57%-562.0pp |
| Employer contribution / active EE | $8,645 | $3,322+160.2% | $2,760+213.2% | $4,876+77.3% |
| Participant deferral / active EE | $1,886 | $4,183-54.9% | $3,329-43.4% | $5,439-65.3% |
| Admin fee / account holder | $480 | $5,952-91.9% | $3,600-86.7% | $10,885-95.6% |