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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 | $60,233 | $90,691-33.6% | $76,119-20.9% | $145,884-58.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.44% | 624.52%-610.1pp | 361.25%-346.8pp | 551.85%-537.4pp |
| Employer contribution / active EE | $8,984 | $3,329+169.9% | $2,693+233.7% | $4,662+92.7% |
| Participant deferral / active EE | $7,399 | $5,167+43.2% | $4,259+73.7% | $6,690+10.6% |
| Admin fee / account holder | $795 | $8,383-90.5% | $6,421-87.6% | $13,392-94.1% |