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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 | $56,839 | $154,193-63.1% | $130,045-56.3% | $139,466-59.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 52.58% | 32.51%+20.1pp | -137.30%+189.9pp | 373.66%-321.1pp |
| Employer contribution / active EE | $24,256 | $5,292+358.4% | $4,321+461.3% | $4,754+410.2% |
| Participant deferral / active EE | $12,159 | $6,709+81.2% | $5,820+108.9% | $6,712+81.2% |
| Admin fee / account holder | $485 | $13,989-96.5% | $10,600-95.4% | $11,409-95.8% |