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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 | $19,354 | $57,330-66.2% | $86,656-77.7% | $75,177-74.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.54% | 2675.40%-2655.9pp | 593.09%-573.6pp | 160.75%-141.2pp |
| Employer contribution / active EE | $4,159 | $2,316+79.5% | $3,025+37.5% | $2,671+55.7% |
| Participant deferral / active EE | $8,545 | $3,320+157.4% | $4,439+92.5% | $4,126+107.1% |
| Admin fee / account holder | $8,501 | $4,115+106.6% | $5,619+51.3% | $5,651+50.4% |