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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 | $22,330 | $99,011-77.4% | $86,582-74.2% | $147,586-84.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.45% | 1312.75%-1302.3pp | 965.08%-954.6pp | 578.59%-568.1pp |
| Employer contribution / active EE | $11,044 | $3,132+252.6% | $2,839+288.9% | $4,876+126.5% |
| Participant deferral / active EE | $12,771 | $3,972+221.5% | $3,609+253.9% | $5,439+134.8% |
| Admin fee / account holder | $1,812 | $5,709-68.3% | $4,904-63.1% | $10,886-83.4% |