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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 | $63,575 | $78,670-19.2% | $109,173-41.8% | $85,847-25.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 97.77% | 25.09%+72.7pp | 25.75%+72.0pp | 318.61%-220.8pp |
| Employer contribution / active EE | $8,012 | $2,734+193.1% | $3,723+115.2% | $2,565+212.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,605 | $5,469-52.4% | $6,755-61.4% | $6,261-58.4% |