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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 | $82,781 | $102,595-19.3% | $94,057-12.0% | $154,746-46.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.59% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $5,847 | $3,147+85.8% | $2,933+99.3% | $4,379+33.5% |
| Participant deferral / active EE | $1,728 | $5,118-66.2% | $4,709-63.3% | $6,730-74.3% |
| Admin fee / account holder | $40,384 | $7,736+422.0% | $7,244+457.4% | $14,365+181.1% |