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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 | $60,511 | $157,304-61.5% | $141,197-57.1% | $152,909-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 46.96% | 64.34%-17.4pp | 71.41%-24.4pp | 345.46%-298.5pp |
| Employer contribution / active EE | $9,532 | $5,263+81.1% | $4,736+101.3% | $4,764+100.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,532 | $12,126-21.4% | $10,265-7.1% | $11,601-17.8% |