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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 | $27,558 | $176,077-84.3% | $159,455-82.7% | $167,518-83.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.83% | 331.83%-315.0pp | 263.63%-246.8pp | 478.71%-461.9pp |
| Employer contribution / active EE | $1,494 | $5,298-71.8% | $4,830-69.1% | $4,838-69.1% |
| Participant deferral / active EE | $11,496 | $7,751+48.3% | $7,353+56.3% | $6,342+81.3% |
| Admin fee / account holder | $4,072 | $12,556-67.6% | $10,800-62.3% | $12,312-66.9% |