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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 | $95,377 | $144,124-33.8% | $117,857-19.1% | $147,585-35.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.02% | 531.17%-520.1pp | 335.09%-324.1pp | 578.57%-567.5pp |
| Employer contribution / active EE | $20,577 | $4,897+320.2% | $3,786+443.5% | $4,876+322.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $151,864 | $10,886+1295.0% | $8,020+1793.5% | $10,885+1295.1% |