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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 | $57,582 | $73,518-21.7% | $63,005-8.6% | $147,585-61.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.91% | 175.46%-158.6pp | 87.59%-70.7pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,693 | $3,322-49.1% | $2,760-38.7% | $4,876-65.3% |
| Participant deferral / active EE | $2,995 | $4,183-28.4% | $3,329-10.0% | $5,439-44.9% |
| Admin fee / account holder | $3,519 | $5,952-40.9% | $3,599-2.2% | $10,886-67.7% |