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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 | $53,965 | $102,595-47.4% | $94,057-42.6% | $154,746-65.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 120.78% | 583.42%-462.6pp | 480.62%-359.8pp | 172.34%-51.6pp |
| Employer contribution / active EE | $8,018 | $3,147+154.8% | $2,933+173.4% | $4,379+83.1% |
| Participant deferral / active EE | $4,887 | $5,118-4.5% | $4,709+3.8% | $6,730-27.4% |
| Admin fee / account holder | $17,152 | $7,736+121.7% | $7,244+136.8% | $14,365+19.4% |