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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 | $44,222 | $154,754-71.4% | $124,206-64.4% | $138,895-68.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.64% | 709.28%-698.6pp | 515.27%-504.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $20,577 | $4,446+362.8% | $3,540+481.2% | $4,194+390.6% |
| Participant deferral / active EE | $10,984 | $4,621+137.7% | $3,968+176.9% | $6,396+71.7% |
| Admin fee / account holder | $32,916 | $6,690+392.0% | $5,929+455.2% | $12,562+162.0% |