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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 | $23,375 | $107,941-78.3% | $91,994-74.6% | $152,909-84.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 27.37% | 89.28%-61.9pp | 69.04%-41.7pp | 345.46%-318.1pp |
| Employer contribution / active EE | $17,895 | $4,212+324.9% | $3,453+418.3% | $4,764+275.6% |
| Participant deferral / active EE | $7,400 | $6,366+16.3% | $5,924+24.9% | $5,851+26.5% |
| Admin fee / account holder | $1,953 | $10,521-81.4% | $7,744-74.8% | $11,601-83.2% |