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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 | $70,652 | $156,970-55.0% | $121,210-41.7% | $139,487-49.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.42% | 1477.10%-1451.7pp | 987.41%-962.0pp | 373.84%-348.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,232 | $4,849+28.5% | $4,084+52.6% | $6,713-7.2% |
| Admin fee / account holder | $2,627 | $6,947-62.2% | $5,647-53.5% | $11,407-77.0% |