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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 | $22,165 | $110,801-80.0% | $86,615-74.4% | $167,536-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.91% | 116.96%-107.1pp | 63.51%-53.6pp | 478.82%-468.9pp |
| Employer contribution / active EE | $10,269 | $3,245+216.5% | $2,496+311.5% | $4,839+112.2% |
| Participant deferral / active EE | $4,292 | $4,547-5.6% | $3,699+16.0% | $6,342-32.3% |
| Admin fee / account holder | $538 | $8,417-93.6% | $5,830-90.8% | $12,315-95.6% |