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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 | $99,855 | $110,337-9.5% | $102,383-2.5% | $145,877-31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 64.10% | 24.83%+39.3pp | 24.94%+39.2pp | 551.28%-487.2pp |
| Employer contribution / active EE | $14,041 | $4,216+233.0% | $3,870+262.8% | $4,663+201.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,570 | $9,750-73.6% | $8,391-69.4% | $13,402-80.8% |