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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 | $130,310 | $289,211-54.9% | $260,467-50.0% | $198,609-34.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.67% | 112.90%-98.2pp | 100.60%-85.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $16,537 | $4,663+254.6% | $4,239+290.1% | $5,055+227.1% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,345 | $16,236-91.7% | $15,461-91.3% | $19,030-92.9% |