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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 | $67,609 | $90,614-25.4% | $76,089-11.1% | $145,877-53.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.52% | 623.80%-613.3pp | 360.94%-350.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $9,938 | $3,324+198.9% | $2,690+269.4% | $4,663+113.1% |
| Participant deferral / active EE | $3,341 | $5,168-35.4% | $4,259-21.6% | $6,691-50.1% |
| Admin fee / account holder | $526 | $8,376-93.7% | $6,418-91.8% | $13,402-96.1% |