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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 | $60,735 | $177,353-65.8% | $158,226-61.6% | $198,609-69.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.23% | 599.50%-584.3pp | 501.41%-486.2pp | 202.70%-187.5pp |
| Employer contribution / active EE | $8,684 | $3,239+168.1% | $2,986+190.9% | $5,055+71.8% |
| Participant deferral / active EE | $5,268 | $4,615+14.1% | $4,317+22.0% | $6,977-24.5% |
| Admin fee / account holder | $1,486 | $10,960-86.4% | $10,217-85.5% | $19,030-92.2% |