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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 | $70,652 | $167,030-57.7% | $135,768-48.0% | $155,188-54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.44% | 678.39%-658.0pp | 526.10%-505.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $6,466 | $4,132+56.5% | $3,394+90.5% | $4,248+52.2% |
| Participant deferral / active EE | $6,466 | $4,528+42.8% | $3,977+62.6% | $6,531-1.0% |
| Admin fee / account holder | $406 | $8,172-95.0% | $7,048-94.2% | $14,480-97.2% |