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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 | $82,213 | $110,093-25.3% | $97,295-15.5% | $145,897-43.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.47% | 244.76%-214.3pp | 75.62%-45.1pp | 552.29%-521.8pp |
| Employer contribution / active EE | $5,049 | $3,077+64.1% | $2,723+85.4% | $4,663+8.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,158 | $6,212-81.4% | $5,646-79.5% | $13,390-91.4% |