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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 | $53,852 | $202,463-73.4% | $169,397-68.2% | $139,487-61.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 29.16% | 532.64%-503.5pp | 406.23%-377.1pp | 373.84%-344.7pp |
| Employer contribution / active EE | $5,671 | $4,694+20.8% | $4,013+41.3% | $4,755+19.3% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,500 | $10,726-86.0% | $9,017-83.4% | $11,407-86.9% |