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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 | $65,911 | $183,592-64.1% | $155,567-57.6% | $145,959-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.10% | 61.24%-39.1pp | 64.74%-42.6pp | 561.95%-539.8pp |
| Employer contribution / active EE | $5,812 | $5,315+9.4% | $4,674+24.4% | $4,661+24.7% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $221,058 | $19,318+1044.3% | $15,916+1288.9% | $13,398+1550.0% |