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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 | $58,654 | $73,546-20.2% | $63,018-6.9% | $147,586-60.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.55% | 175.56%-163.0pp | 87.62%-75.1pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,611 | $3,324-21.5% | $2,761-5.4% | $4,876-46.5% |
| Participant deferral / active EE | $4,450 | $4,185+6.4% | $3,330+33.7% | $5,439-18.2% |
| Admin fee / account holder | $488 | $5,956-91.8% | $3,601-86.5% | $10,886-95.5% |