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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 | $53,020 | $103,008-48.5% | $90,304-41.3% | $152,897-65.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.64% | 95.22%-73.6pp | 78.13%-56.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $7,619 | $3,139+142.7% | $2,855+166.9% | $4,764+59.9% |
| Participant deferral / active EE | $6,375 | $4,281+48.9% | $3,885+64.1% | $5,851+9.0% |
| Admin fee / account holder | $5,890 | $6,175-4.6% | $5,354+10.0% | $11,599-49.2% |