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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 | $61,328 | $102,595-40.2% | $94,057-34.8% | $154,746-60.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.97% | 583.42%-569.4pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $9,100 | $3,147+189.1% | $2,933+210.3% | $4,379+107.8% |
| Participant deferral / active EE | $3,109 | $5,118-39.3% | $4,709-34.0% | $6,730-53.8% |
| Admin fee / account holder | $23,655 | $7,736+205.8% | $7,244+226.5% | $14,365+64.7% |