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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 | $59,539 | $104,953-43.3% | $84,637-29.7% | $152,909-61.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.42% | 373.94%-349.5pp | 258.82%-234.4pp | 345.46%-321.0pp |
| Employer contribution / active EE | $17,706 | $3,304+435.9% | $2,653+567.3% | $4,764+271.7% |
| Participant deferral / active EE | $9,500 | $4,691+102.5% | $3,900+143.6% | $5,851+62.4% |
| Admin fee / account holder | $767 | $6,244-87.7% | $4,914-84.4% | $11,601-93.4% |