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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 | $54,668 | $201,372-72.9% | $184,260-70.3% | $145,884-62.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 79.09% | 29.04%+50.1pp | 28.84%+50.3pp | 551.85%-472.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,072 | $9,808-27.9% | $9,133-22.6% | $6,690+5.7% |
| Admin fee / account holder | $279,970 | $16,362+1611.1% | $13,898+1914.5% | $13,392+1990.6% |