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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 | $57,486 | $107,353-46.5% | $92,903-38.1% | $152,885-62.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.25% | 145.62%-132.4pp | 109.43%-96.2pp | 345.39%-332.1pp |
| Employer contribution / active EE | $15,000 | $4,222+255.3% | $3,653+310.6% | $4,763+214.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,357 | $7,081-52.6% | $5,795-42.1% | $11,598-71.1% |