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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 | $119,599 | $118,869+0.6% | $96,575+23.8% | $167,518-28.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 41.17% | 50.49%-9.3pp | 37.79%+3.4pp | 478.71%-437.5pp |
| Employer contribution / active EE | $5,714 | $3,120+83.1% | $2,357+142.5% | $4,838+18.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,466 | $8,067-81.8% | $6,182-76.3% | $12,312-88.1% |