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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 | $31,752 | $175,259-81.9% | $149,723-78.8% | $139,487-77.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.94% | 166.82%-141.9pp | 134.50%-109.6pp | 373.84%-348.9pp |
| Employer contribution / active EE | $17,065 | $5,478+211.5% | $4,821+253.9% | $4,755+258.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $71,429 | $16,158+342.1% | $13,215+440.5% | $11,407+526.2% |