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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 | $67,537 | $85,766-21.3% | $136,297-50.4% | $70,124-3.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.89% | 31.45%-11.6pp | 5156.19%-5136.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $12,499 | $2,966+321.4% | $4,696+166.2% | $2,342+433.6% |
| Participant deferral / active EE | $9,925 | $5,051+96.5% | $6,247+58.9% | $3,332+197.9% |
| Admin fee / account holder | $2,018 | $5,420-62.8% | $9,244-78.2% | $4,645-56.6% |