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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 | $41,390 | $183,592-77.5% | $155,567-73.4% | $145,959-71.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.56% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $16,478 | $5,315+210.0% | $4,674+252.5% | $4,661+253.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $89,388 | $19,318+362.7% | $15,916+461.6% | $13,398+567.2% |