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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 | $44,222 | $227,633-80.6% | $189,597-76.7% | $167,553-73.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 97.26% | 78.45%+18.8pp | 64.20%+33.1pp | 478.89%-381.6pp |
| Employer contribution / active EE | $1,121 | $5,317-78.9% | $4,412-74.6% | $4,840-76.8% |
| Participant deferral / active EE | $17,567 | $7,003+150.9% | $6,174+184.5% | $6,343+177.0% |
| Admin fee / account holder | $17,903 | $11,879+50.7% | $9,807+82.5% | $12,316+45.4% |