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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 | $68,974 | $100,203-31.2% | $85,240-19.1% | $145,897-52.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.97% | 84.28%-69.3pp | 66.75%-51.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $7,209 | $3,242+122.4% | $2,735+163.6% | $4,663+54.6% |
| Participant deferral / active EE | $9,409 | $5,299+77.6% | $4,527+107.8% | $6,689+40.7% |
| Admin fee / account holder | $653 | $7,265-91.0% | $6,165-89.4% | $13,390-95.1% |