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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 | $72,700 | $150,346-51.6% | $120,524-39.7% | $145,877-50.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.76% | 154.40%-141.6pp | 107.36%-94.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $16,405 | $4,353+276.9% | $3,469+372.9% | $4,663+251.8% |
| Participant deferral / active EE | $16,405 | $6,172+165.8% | $4,994+228.5% | $6,691+145.2% |
| Admin fee / account holder | $25,791 | $12,215+111.1% | $9,440+173.2% | $13,402+92.4% |