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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 | $59,988 | $103,000-41.8% | $90,300-33.6% | $152,885-60.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.74% | 95.19%-74.5pp | 78.11%-57.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $7,299 | $3,138+132.6% | $2,854+155.7% | $4,763+53.2% |
| Participant deferral / active EE | $8,464 | $4,281+97.7% | $3,884+117.9% | $5,851+44.7% |
| Admin fee / account holder | $18,015 | $6,173+191.8% | $5,353+236.5% | $11,598+55.3% |