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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 | $21,939 | $125,190-82.5% | $105,624-79.2% | $145,897-85.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 225.22%-209.8pp | 116.20%-100.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $16,844 | $3,720+352.8% | $3,168+431.7% | $4,663+261.3% |
| Participant deferral / active EE | $12,882 | $5,716+125.4% | $5,013+157.0% | $6,689+92.6% |
| Admin fee / account holder | $114,356 | $17,138+567.3% | $10,961+943.3% | $13,390+754.0% |