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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 | $125,237-82.5% | $105,608-79.2% | $145,877-85.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 225.76%-210.4pp | 116.50%-101.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $16,844 | $3,720+352.7% | $3,167+431.9% | $4,663+261.2% |
| Participant deferral / active EE | $12,882 | $5,711+125.6% | $5,010+157.1% | $6,691+92.5% |
| Admin fee / account holder | $114,356 | $17,287+561.5% | $11,028+936.9% | $13,402+753.3% |