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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 | $30,939 | $160,070-80.7% | $147,117-79.0% | $145,897-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.17% | 98.69%-75.5pp | 420.54%-397.4pp | 552.29%-529.1pp |
| Employer contribution / active EE | $2,737 | $5,285-48.2% | $4,932-44.5% | $4,663-41.3% |
| Participant deferral / active EE | $20,338 | $8,419+141.6% | $8,065+152.2% | $6,689+204.0% |
| Admin fee / account holder | $938,810 | $15,035+6144.0% | $12,993+7125.7% | $13,390+6911.1% |