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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 | $49,987 | $73,546-32.0% | $63,018-20.7% | $147,586-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.90% | 175.56%-163.7pp | 87.62%-75.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $6,749 | $3,324+103.0% | $2,761+144.5% | $4,876+38.4% |
| Participant deferral / active EE | $1,331 | $4,185-68.2% | $3,330-60.0% | $5,439-75.5% |
| Admin fee / account holder | $9,114 | $5,956+53.0% | $3,601+153.1% | $10,886-16.3% |