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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 | $21,254 | $104,924-79.7% | $84,623-74.9% | $152,885-86.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 49.30% | 373.82%-324.5pp | 258.77%-209.5pp | 345.39%-296.1pp |
| Employer contribution / active EE | $20,833 | $3,302+530.9% | $2,652+685.4% | $4,763+337.4% |
| Participant deferral / active EE | $7,092 | $4,689+51.3% | $3,899+81.9% | $5,851+21.2% |
| Admin fee / account holder | $8,956 | $6,242+43.5% | $4,913+82.3% | $11,598-22.8% |