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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 | $71,189 | $171,492-58.5% | $150,734-52.8% | $198,609-64.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.00% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $13,439 | $5,470+145.7% | $4,918+173.3% | $5,055+165.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,101 | $17,628-82.4% | $14,905-79.2% | $19,030-83.7% |