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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 | $27,640 | $114,093-75.8% | $96,171-71.3% | $167,536-83.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.02% | 190.00%-179.0pp | 192.04%-181.0pp | 478.82%-467.8pp |
| Employer contribution / active EE | $11,642 | $3,429+239.5% | $2,799+316.0% | $4,839+140.6% |
| Participant deferral / active EE | $7,264 | $5,197+39.8% | $4,350+67.0% | $6,342+14.5% |
| Admin fee / account holder | $308 | $6,899-95.5% | $5,538-94.4% | $12,315-97.5% |