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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 | $60,111 | $115,796-48.1% | $101,264-40.6% | $158,950-62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.00% | 56.15%-42.2pp | 46.48%-32.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $13,764 | $4,175+229.7% | $3,660+276.1% | $4,762+189.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,875 | $7,247+91.5% | $5,947+133.3% | $11,248+23.4% |