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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 | $57,976 | $90,614-36.0% | $76,089-23.8% | $145,877-60.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.67% | 623.80%-608.1pp | 360.94%-345.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,864 | $3,324+76.4% | $2,690+118.0% | $4,663+25.7% |
| Participant deferral / active EE | $2,926 | $5,168-43.4% | $4,259-31.3% | $6,691-56.3% |
| Admin fee / account holder | $1,464 | $8,376-82.5% | $6,418-77.2% | $13,402-89.1% |