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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 | $70,067 | $157,304-55.5% | $141,197-50.4% | $152,909-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.90% | 64.34%-30.4pp | 71.41%-37.5pp | 345.46%-311.6pp |
| Employer contribution / active EE | $12,222 | $5,263+132.3% | $4,736+158.1% | $4,764+156.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,222 | $12,126-89.9% | $10,265-88.1% | $11,601-89.5% |