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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 | $63,458 | $73,546-13.7% | $63,018+0.7% | $147,586-57.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.85% | 175.56%-160.7pp | 87.62%-72.8pp | 578.59%-563.7pp |
| Employer contribution / active EE | $7,194 | $3,324+116.4% | $2,761+160.6% | $4,876+47.5% |
| Participant deferral / active EE | $2,650 | $4,185-36.7% | $3,330-20.4% | $5,439-51.3% |
| Admin fee / account holder | $1,022 | $5,956-82.8% | $3,601-71.6% | $10,886-90.6% |