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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 | $77,557 | $176,794-56.1% | $146,647-47.1% | $167,553-53.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 57.73% | 24.04%+33.7pp | 22.75%+35.0pp | 478.89%-421.2pp |
| Employer contribution / active EE | $9,855 | $5,161+90.9% | $4,137+138.2% | $4,840+103.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,668 | $13,262-79.9% | $10,281-74.1% | $12,316-78.3% |