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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 | $17,170 | $105,158-83.7% | $94,672-81.9% | $139,487-87.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 38.21% | 38.11%+0.1pp | 156.89%-118.7pp | 373.84%-335.6pp |
| Employer contribution / active EE | $10,539 | $4,107+156.6% | $3,673+186.9% | $4,755+121.7% |
| Participant deferral / active EE | $14,917 | $7,599+96.3% | $7,417+101.1% | $6,713+122.2% |
| Admin fee / account holder | $9,071 | $8,972+1.1% | $7,222+25.6% | $11,407-20.5% |