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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 | $39,205 | $92,766-57.7% | $82,763-52.6% | $134,545-70.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 23.05% | 946.97%-923.9pp | 702.45%-679.4pp | 418.37%-395.3pp |
| Employer contribution / active EE | $8,219 | $3,273+151.1% | $3,008+173.2% | $4,742+73.3% |
| Participant deferral / active EE | $11,459 | $4,802+138.6% | $4,395+160.7% | $6,401+79.0% |
| Admin fee / account holder | $9,121 | $5,978+52.6% | $5,325+71.3% | $11,431-20.2% |