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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 | $71,416 | $58,099+22.9% | $76,902-7.1% | $75,177-5.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 166.61% | 26.71%+139.9pp | 37.91%+128.7pp | 160.75%+5.9pp |
| Employer contribution / active EE | $22,296 | $1,996+1017.3% | $2,534+779.9% | $2,671+734.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,094 | $4,778-56.2% | $5,479-61.8% | $5,651-62.9% |