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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 | $51,902 | $78,423-33.8% | $95,964-45.9% | $79,856-35.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 96.56% | 19.37%+77.2pp | 91.64%+4.9pp | 31.71%+64.8pp |
| Employer contribution / active EE | $6,794 | $1,945+249.2% | $2,541+167.3% | $2,471+174.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,124 | $5,622-62.2% | $6,797-68.8% | $5,306-60.0% |