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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 | $114,950 | $48,053+139.2% | $84,637+35.8% | $72,976+57.5% |
| Participation rate | 97.7% | 57.6%+40.1pp | 68.2%+29.5pp | 69.5%+28.2pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $47,511 | $1,602+2865.9% | $2,653+1690.7% | $2,440+1847.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14,053 | $3,395+313.9% | $4,914+186.0% | $5,124+174.3% |