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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 | $65,058 | $67,823-4.1% | $52,425+24.1% | $137,256-52.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 9.65% | 219.11%-209.5pp | 302.12%-292.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,154 | $1,163+343.2% | $914+463.7% | $4,156+24.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,934 | $2,844+354.8% | $2,495+418.4% | $12,270+5.4% |