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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 | $52,448 | $73,518-28.7% | $63,003-16.8% | $147,585-64.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.36% | 175.46%-159.1pp | 87.59%-71.2pp | 578.57%-562.2pp |
| Employer contribution / active EE | $5,790 | $3,322+74.3% | $2,760+109.8% | $4,876+18.7% |
| Participant deferral / active EE | $11,845 | $4,183+183.2% | $3,329+255.8% | $5,439+117.8% |
| Admin fee / account holder | $916 | $5,952-84.6% | $3,600-74.6% | $10,885-91.6% |