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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 | $94,005 | $103,008-8.7% | $90,304+4.1% | $152,897-38.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.26% | 95.22%-73.0pp | 78.13%-55.9pp | 345.43%-323.2pp |
| Employer contribution / active EE | $6,996 | $3,139+122.9% | $2,855+145.1% | $4,764+46.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,957 | $6,175-68.3% | $5,354-63.5% | $11,599-83.1% |