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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 | $66,559 | $118,875-44.0% | $96,572-31.1% | $167,553-60.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.17% | 50.50%-27.3pp | 37.79%-14.6pp | 478.89%-455.7pp |
| Employer contribution / active EE | $5,444 | $3,121+74.4% | $2,357+131.0% | $4,840+12.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,744 | $8,070+33.1% | $6,183+73.8% | $12,316-12.8% |