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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 | $22,637 | $114,093-80.2% | $96,171-76.5% | $167,536-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.33% | 190.00%-174.7pp | 192.04%-176.7pp | 478.82%-463.5pp |
| Employer contribution / active EE | $9,178 | $3,429+167.6% | $2,799+227.9% | $4,839+89.7% |
| Participant deferral / active EE | $6,449 | $5,197+24.1% | $4,350+48.2% | $6,342+1.7% |
| Admin fee / account holder | $692 | $6,899-90.0% | $5,538-87.5% | $12,315-94.4% |