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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 | $30,939 | $160,040-80.7% | $147,096-79.0% | $145,877-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.17% | 98.49%-75.3pp | 419.75%-396.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,737 | $5,289-48.3% | $4,936-44.5% | $4,663-41.3% |
| Participant deferral / active EE | $20,338 | $8,429+141.3% | $8,071+152.0% | $6,691+204.0% |
| Admin fee / account holder | $938,810 | $15,050+6138.0% | $13,005+7118.7% | $13,402+6904.9% |