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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 | $68,515 | $89,259-23.2% | $107,187-36.1% | $82,637-17.1% |
| Participation rate | 96.4% | 67.9%+28.5pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 132.64% | 21.02%+111.6pp | 204.55%-71.9pp | 53.51%+79.1pp |
| Employer contribution / active EE | $14,207 | $3,080+361.3% | $3,782+275.6% | $2,552+456.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $631,031 | $7,381+8449.0% | $9,162+6787.2% | $7,339+8498.6% |