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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 | $76,129 | $102,595-25.8% | $94,057-19.1% | $154,746-50.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.48% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $7,915 | $3,147+151.5% | $2,933+169.9% | $4,379+80.7% |
| Participant deferral / active EE | $20,388 | $5,118+298.3% | $4,709+332.9% | $6,730+202.9% |
| Admin fee / account holder | $1,500 | $7,736-80.6% | $7,244-79.3% | $14,365-89.6% |