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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 | $39,696 | $114,093-65.2% | $96,171-58.7% | $167,536-76.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 24.34% | 190.00%-165.7pp | 192.04%-167.7pp | 478.82%-454.5pp |
| Employer contribution / active EE | $7,607 | $3,429+121.8% | $2,799+171.8% | $4,839+57.2% |
| Participant deferral / active EE | $7,330 | $5,197+41.1% | $4,350+68.5% | $6,342+15.6% |
| Admin fee / account holder | $1,423 | $6,899-79.4% | $5,538-74.3% | $12,315-88.4% |