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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 | $54,928 | $144,130-61.9% | $117,861-53.4% | $147,586-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.96% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $13,040 | $4,897+166.3% | $3,786+244.4% | $4,876+167.4% |
| Participant deferral / active EE | $11,451 | $5,316+115.4% | $4,482+155.5% | $5,439+110.5% |
| Admin fee / account holder | $403 | $10,887-96.3% | $8,021-95.0% | $10,886-96.3% |