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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 | $83,057 | $102,595-19.0% | $94,057-11.7% | $154,746-46.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.37% | 583.42%-569.0pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $6,689 | $3,147+112.5% | $2,933+128.1% | $4,379+52.8% |
| Participant deferral / active EE | $10,022 | $5,118+95.8% | $4,709+112.8% | $6,730+48.9% |
| Admin fee / account holder | $45,466 | $7,736+487.7% | $7,244+527.6% | $14,365+216.5% |