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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 | $67,064 | $58,275+15.1% | $81,844-18.1% | $80,935-17.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 84.65% | 41.82%+42.8pp | 778.87%-694.2pp | 35.66%+49.0pp |
| Employer contribution / active EE | $6,577 | $2,346+180.4% | $2,916+125.5% | $2,757+138.6% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,414 | $4,749-49.2% | $7,355-67.2% | $6,924-65.1% |