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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 | $90,691-36.1% | $76,119-23.8% | $145,884-60.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.67% | 624.52%-608.9pp | 361.25%-345.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,864 | $3,329+76.1% | $2,693+117.8% | $4,662+25.8% |
| Participant deferral / active EE | $2,926 | $5,167-43.4% | $4,259-31.3% | $6,690-56.3% |
| Admin fee / account holder | $1,464 | $8,383-82.5% | $6,421-77.2% | $13,392-89.1% |