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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 | $21,004 | $107,363-80.4% | $92,909-77.4% | $152,897-86.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.52% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $12,297 | $4,222+191.3% | $3,653+236.6% | $4,764+158.1% |
| Participant deferral / active EE | $5,000 | $4,848+3.1% | $4,238+18.0% | $5,851-14.5% |
| Admin fee / account holder | $7,192 | $7,082+1.6% | $5,795+24.1% | $11,599-38.0% |