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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 | $53,840 | $227,399-76.3% | $189,758-71.6% | $198,609-72.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.89% | 61.03%-57.1pp | 52.62%-48.7pp | 202.70%-198.8pp |
| Employer contribution / active EE | $16,667 | $5,526+201.6% | $4,767+249.7% | $5,055+229.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $42,297 | $25,162+68.1% | $20,388+107.5% | $19,030+122.3% |