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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 | $135,885 | $102,393+32.7% | $147,041-7.6% | $80,911+67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.79% | 134.95%-121.2pp | 419.21%-405.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $10,412 | $3,715+180.3% | $4,935+111.0% | $2,756+277.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $659 | $7,943-91.7% | $13,006-94.9% | $6,935-90.5% |