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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 | $111,383 | $156,970-29.0% | $121,210-8.1% | $139,487-20.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 14.72% | 1477.10%-1462.4pp | 987.41%-972.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $29,143 | $5,546+425.5% | $4,171+598.7% | $4,755+512.9% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,150 | $6,947-83.4% | $5,647-79.6% | $11,407-89.9% |