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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 | $20,995 | $73,546-71.5% | $63,018-66.7% | $147,586-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 30.93% | 175.56%-144.6pp | 87.62%-56.7pp | 578.59%-547.7pp |
| Employer contribution / active EE | $6,711 | $3,324+101.9% | $2,761+143.1% | $4,876+37.6% |
| Participant deferral / active EE | $4,313 | $4,185+3.1% | $3,330+29.5% | $5,439-20.7% |
| Admin fee / account holder | $1,547 | $5,956-74.0% | $3,601-57.0% | $10,886-85.8% |