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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 | $73,355 | $73,978-0.8% | $96,515-24.0% | $75,173-2.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 168.85% | 26.72%+142.1pp | 35.73%+133.1pp | 160.72%+8.1pp |
| Employer contribution / active EE | $14,972 | $2,931+410.9% | $3,740+300.4% | $2,671+460.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,193 | $5,219-0.5% | $6,735-22.9% | $5,651-8.1% |