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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 | $73,518-71.4% | $63,003-66.7% | $147,585-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 30.93% | 175.46%-144.5pp | 87.59%-56.7pp | 578.57%-547.6pp |
| Employer contribution / active EE | $6,711 | $3,322+102.0% | $2,760+143.1% | $4,876+37.6% |
| Participant deferral / active EE | $4,313 | $4,183+3.1% | $3,329+29.6% | $5,439-20.7% |
| Admin fee / account holder | $1,547 | $5,952-74.0% | $3,600-57.0% | $10,885-85.8% |