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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 | $34,667 | $183,592-81.1% | $155,574-77.7% | $145,877-76.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $34,500 | $5,317+548.9% | $4,676+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,538,017 | $19,316+7862.4% | $15,914+9564.4% | $13,402+11375.9% |