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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 | $19,694 | $99,017-80.1% | $86,587-77.3% | $147,585-86.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 42.86% | 1312.37%-1269.5pp | 964.86%-922.0pp | 578.56%-535.7pp |
| Employer contribution / active EE | $7,117 | $3,132+127.2% | $2,839+150.7% | $4,876+45.9% |
| Participant deferral / active EE | $1,087 | $3,972-72.6% | $3,609-69.9% | $5,439-80.0% |
| Admin fee / account holder | $17,507 | $5,710+206.6% | $4,906+256.9% | $10,885+60.8% |