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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 | $20,861 | $96,419-78.4% | $80,648-74.1% | $139,487-85.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.91% | 1352.86%-1324.0pp | 937.21%-908.3pp | 373.84%-344.9pp |
| Employer contribution / active EE | $2,566 | $3,261-21.3% | $2,724-5.8% | $4,755-46.0% |
| Participant deferral / active EE | $10,661 | $5,225+104.0% | $4,443+139.9% | $6,713+58.8% |
| Admin fee / account holder | $850 | $6,605-87.1% | $5,382-84.2% | $11,407-92.5% |