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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 | $56,704 | $73,518-22.9% | $63,005-10.0% | $147,585-61.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.88% | 175.46%-161.6pp | 87.59%-73.7pp | 578.58%-564.7pp |
| Employer contribution / active EE | $7,421 | $3,322+123.4% | $2,760+168.8% | $4,876+52.2% |
| Participant deferral / active EE | $8,917 | $4,183+113.2% | $3,329+167.8% | $5,439+63.9% |
| Admin fee / account holder | $2,909 | $5,952-51.1% | $3,599-19.2% | $10,886-73.3% |