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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 | $64,928 | $134,817-51.8% | $123,973-47.6% | $155,188-58.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 25.44% | 515.49%-490.1pp | 388.13%-362.7pp | 148.84%-123.4pp |
| Employer contribution / active EE | $15,307 | $4,425+245.9% | $4,126+271.0% | $4,248+260.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $48,247 | $13,245+264.3% | $11,799+308.9% | $14,480+233.2% |