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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 | $70,230 | $183,539-61.7% | $155,556-54.9% | $145,897-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.05% | 61.31%-33.3pp | 64.84%-36.8pp | 552.29%-524.2pp |
| Employer contribution / active EE | $42,722 | $5,315+703.8% | $4,675+813.7% | $4,663+816.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,874 | $19,275-69.5% | $15,885-63.0% | $13,390-56.1% |