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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 | $103,888 | $60,139+72.7% | $90,461+14.8% | $79,856+30.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.21% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,254 | $2,069+202.3% | $3,264+91.6% | $2,471+153.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,580 | $3,978+115.7% | $5,617+52.8% | $5,306+61.7% |