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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 | $17,799 | $84,741-79.0% | $75,731-76.5% | $167,553-89.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.52% | 199.72%-187.2pp | 104.65%-92.1pp | 478.89%-466.4pp |
| Employer contribution / active EE | $4,400 | $3,230+36.2% | $2,743+60.4% | $4,840-9.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $329 | $5,361-93.9% | $3,620-90.9% | $12,316-97.3% |