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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 | $160,305 | $103,008+55.6% | $90,304+77.5% | $152,897+4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.17% | 95.22%-83.0pp | 78.13%-66.0pp | 345.43%-333.3pp |
| Employer contribution / active EE | $8,682 | $3,139+176.6% | $2,855+204.1% | $4,764+82.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $68,291 | $6,175+1006.0% | $5,354+1175.5% | $11,599+488.7% |