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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 | $56,037 | $103,000-45.6% | $90,300-37.9% | $152,885-63.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.53% | 95.19%-79.7pp | 78.11%-62.6pp | 345.39%-329.9pp |
| Employer contribution / active EE | $5,923 | $3,138+88.7% | $2,854+107.5% | $4,763+24.3% |
| Participant deferral / active EE | $9,853 | $4,281+130.2% | $3,884+153.6% | $5,851+68.4% |
| Admin fee / account holder | $38,770 | $6,173+528.0% | $5,353+624.3% | $11,598+234.3% |