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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 | $48,368 | $177,353-72.7% | $158,226-69.4% | $198,609-75.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 22.74% | 599.50%-576.8pp | 501.41%-478.7pp | 202.70%-180.0pp |
| Employer contribution / active EE | $6,928 | $3,239+113.9% | $2,986+132.0% | $5,055+37.0% |
| Participant deferral / active EE | $8,467 | $4,615+83.5% | $4,317+96.1% | $6,977+21.4% |
| Admin fee / account holder | $2,162 | $10,960-80.3% | $10,217-78.8% | $19,030-88.6% |