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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 | $58,710 | $197,819-70.3% | $155,789-62.3% | $125,388-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.23% | 86.73%-84.5pp | 71.54%-69.3pp | 282.24%-280.0pp |
| Employer contribution / active EE | $11,679 | $4,850+140.8% | $3,839+204.2% | $4,866+140.0% |
| Participant deferral / active EE | $7,352 | $5,631+30.6% | $4,798+53.2% | $5,352+37.4% |
| Admin fee / account holder | $14,900 | $9,544+56.1% | $7,477+99.3% | $9,541+56.2% |