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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 | $77,444 | $112,131-30.9% | $95,964-19.3% | $158,982-51.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.34% | 171.19%-150.8pp | 91.64%-71.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $7,561 | $3,199+136.4% | $2,541+197.5% | $4,763+58.8% |
| Participant deferral / active EE | $13,848 | $4,784+189.5% | $4,167+232.3% | $5,983+131.4% |
| Admin fee / account holder | $4,863 | $10,136-52.0% | $6,797-28.5% | $11,252-56.8% |