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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 | $54,123 | $110,093-50.8% | $97,295-44.4% | $145,897-62.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 244.76%-235.5pp | 75.62%-66.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,457 | $3,077+142.3% | $2,723+173.9% | $4,663+59.9% |
| Participant deferral / active EE | $7,457 | $4,678+59.4% | $4,264+74.9% | $6,689+11.5% |
| Admin fee / account holder | $461 | $6,212-92.6% | $5,646-91.8% | $13,390-96.6% |