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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 | $50,022 | $144,130-65.3% | $117,861-57.6% | $147,586-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.77% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,111 | $4,897-77.3% | $3,786-70.7% | $4,876-77.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,450 | $10,887+78.7% | $8,021+142.5% | $10,886+78.7% |