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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 | $50,471 | $102,978-51.0% | $90,287-44.1% | $152,870-67.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.02% | 95.17%-76.2pp | 78.10%-59.1pp | 345.34%-326.3pp |
| Employer contribution / active EE | $6,470 | $3,139+106.1% | $2,855+126.6% | $4,763+35.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,450 | $6,171+20.7% | $5,351+39.2% | $11,597-35.8% |