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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 | $109,967-50.8% | $97,197-44.3% | $145,877-62.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 244.27%-235.0pp | 75.47%-66.2pp | 551.28%-542.1pp |
| Employer contribution / active EE | $7,457 | $3,077+142.4% | $2,723+173.9% | $4,663+59.9% |
| Participant deferral / active EE | $7,457 | $4,676+59.5% | $4,263+74.9% | $6,691+11.4% |
| Admin fee / account holder | $461 | $6,199-92.6% | $5,637-91.8% | $13,402-96.6% |