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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 | $56,398 | $169,356-66.7% | $129,406-56.4% | $145,897-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.47% | 14418.62%-14409.1pp | 9468.18%-9458.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $14,475 | $5,542+161.2% | $4,155+248.3% | $4,663+210.4% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $596 | $9,915-94.0% | $7,689-92.3% | $13,390-95.6% |