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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 | $86,487 | $107,368-19.4% | $92,915-6.9% | $152,909-43.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.77% | 145.64%-131.9pp | 109.45%-95.7pp | 345.46%-331.7pp |
| Employer contribution / active EE | $8,750 | $4,222+107.2% | $3,653+139.5% | $4,764+83.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,866 | $7,082+152.3% | $5,796+208.3% | $11,601+54.0% |