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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 | $65,365 | $118,869-45.0% | $96,575-32.3% | $167,518-61.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 50.49%-36.2pp | 37.79%-23.5pp | 478.71%-464.4pp |
| Employer contribution / active EE | $6,667 | $3,120+113.7% | $2,357+182.9% | $4,838+37.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,483 | $8,067+153.9% | $6,182+231.3% | $12,312+66.4% |