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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 | $66,166 | $111,814-40.8% | $103,374-36.0% | $145,959-54.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 155.57% | 24.77%+130.8pp | 24.89%+130.7pp | 561.95%-406.4pp |
| Employer contribution / active EE | $7,189 | $4,214+70.6% | $3,869+85.8% | $4,661+54.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,469 | $9,754-64.4% | $8,394-58.7% | $13,398-74.1% |