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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 | $48,200 | $102,595-53.0% | $94,057-48.8% | $154,746-68.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.86% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $5,731 | $3,147+82.1% | $2,933+95.4% | $4,379+30.9% |
| Participant deferral / active EE | $6,940 | $5,118+35.6% | $4,709+47.4% | $6,730+3.1% |
| Admin fee / account holder | $304 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |