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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 | $87,658 | $150,412-41.7% | $120,574-27.3% | $145,884-39.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.41% | 154.50%-130.1pp | 107.42%-83.0pp | 551.85%-527.4pp |
| Employer contribution / active EE | $14,375 | $4,355+230.1% | $3,471+314.2% | $4,662+208.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,020 | $12,224-42.6% | $9,445-25.7% | $13,392-47.6% |