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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 | $150,435-51.7% | $120,580-39.7% | $145,897-50.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.76% | 154.60%-141.8pp | 107.48%-94.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $16,405 | $4,352+276.9% | $3,469+372.9% | $4,663+251.8% |
| Participant deferral / active EE | $16,405 | $6,174+165.7% | $4,995+228.4% | $6,689+145.2% |
| Admin fee / account holder | $25,791 | $12,182+111.7% | $9,418+173.8% | $13,390+92.6% |