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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 | $58,482 | $110,093-46.9% | $97,295-39.9% | $145,897-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.45% | 244.76%-227.3pp | 75.62%-58.2pp | 552.29%-534.8pp |
| Employer contribution / active EE | $8,737 | $3,077+183.9% | $2,723+220.9% | $4,663+87.4% |
| Participant deferral / active EE | $2,607 | $4,678-44.3% | $4,264-38.9% | $6,689-61.0% |
| Admin fee / account holder | $1,140 | $6,212-81.7% | $5,646-79.8% | $13,390-91.5% |