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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 | $64,258 | $105,210-38.9% | $159,487-59.7% | $85,851-25.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 40.86% | 45.08%-4.2pp | 263.71%-222.8pp | 318.63%-277.8pp |
| Employer contribution / active EE | $6,214 | $3,319+87.2% | $4,831+28.6% | $2,565+142.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,904 | $6,934-58.1% | $10,804-73.1% | $6,261-53.6% |