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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 | $82,358 | $166,268-50.5% | $165,100-50.1% | $145,897-43.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.64% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $14,858 | $5,284+181.2% | $4,348+241.7% | $4,663+218.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,610 | $16,659-78.3% | $12,696-71.6% | $13,390-73.0% |