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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 | $90,608 | $226,135-59.9% | $182,558-50.4% | $152,909-40.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.42% | 192.60%-176.2pp | 148.59%-132.2pp | 345.46%-329.0pp |
| Employer contribution / active EE | $2,000 | $4,979-59.8% | $4,076-50.9% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,221 | $10,707-88.6% | $8,594-85.8% | $11,601-89.5% |