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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 | $129,620 | $155,833-16.8% | $124,693+4.0% | $167,536-22.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.51% | 17.98%-4.5pp | 5144.19%-5130.7pp | 478.82%-465.3pp |
| Employer contribution / active EE | $5,535 | $4,164+32.9% | $3,324+66.5% | $4,839+14.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $705 | $9,534-92.6% | $7,494-90.6% | $12,315-94.3% |