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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 | $91,768 | $176,794-48.1% | $146,647-37.4% | $167,553-45.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 70.40% | 24.04%+46.4pp | 22.75%+47.7pp | 478.89%-408.5pp |
| Employer contribution / active EE | $10,578 | $5,161+104.9% | $4,137+155.7% | $4,840+118.6% |
| Participant deferral / active EE | $11,821 | $6,440+83.5% | $5,506+114.7% | $6,343+86.4% |
| Admin fee / account holder | $206,148 | $13,262+1454.4% | $10,281+1905.2% | $12,316+1573.8% |