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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 | $65,894 | $107,363-38.6% | $92,909-29.1% | $152,897-56.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.01% | 145.63%-127.6pp | 109.44%-91.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $13,078 | $4,222+209.8% | $3,653+258.0% | $4,764+174.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37,232 | $7,082+425.8% | $5,795+542.5% | $11,599+221.0% |