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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 | $80,535 | $103,000-21.8% | $90,300-10.8% | $152,885-47.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.24% | 95.19%-73.0pp | 78.11%-55.9pp | 345.39%-323.1pp |
| Employer contribution / active EE | $5,607 | $3,138+78.7% | $2,854+96.5% | $4,763+17.7% |
| Participant deferral / active EE | $1,762 | $4,281-58.8% | $3,884-54.6% | $5,851-69.9% |
| Admin fee / account holder | $11,867 | $6,173+92.2% | $5,353+121.7% | $11,598+2.3% |