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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 | $67,107 | $227,399-70.5% | $189,758-64.6% | $198,609-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.07% | 61.03%-55.0pp | 52.62%-46.6pp | 202.70%-196.6pp |
| Employer contribution / active EE | $29,337 | $5,526+430.9% | $4,767+515.5% | $5,055+480.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $311,254 | $25,162+1137.0% | $20,388+1426.7% | $19,030+1535.6% |