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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 | $22,521 | $102,696-78.1% | $86,235-73.9% | $139,487-83.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 35.71% | 1925.91%-1890.2pp | 1170.03%-1134.3pp | 373.84%-338.1pp |
| Employer contribution / active EE | $7,701 | $3,034+153.8% | $2,381+223.4% | $4,755+62.0% |
| Participant deferral / active EE | $11,385 | $4,679+143.3% | $3,987+185.6% | $6,713+69.6% |
| Admin fee / account holder | $2,075 | $8,667-76.1% | $6,856-69.7% | $11,407-81.8% |