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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 | $34,448 | $102,429-66.4% | $147,096-76.6% | $80,925-57.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.28% | 135.02%-116.7pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $12,897 | $3,716+247.1% | $4,936+161.3% | $2,756+367.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,487 | $7,957+6.7% | $13,005-34.7% | $6,940+22.3% |