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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 | $17,989 | $88,710-79.7% | $81,783-78.0% | $145,959-87.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.55% | 1027.26%-1009.7pp | 775.05%-757.5pp | 561.95%-544.4pp |
| Employer contribution / active EE | $6,590 | $3,083+113.7% | $2,913+126.2% | $4,661+41.4% |
| Participant deferral / active EE | $6,060 | $4,645+30.5% | $4,320+40.3% | $6,689-9.4% |
| Admin fee / account holder | $42,886 | $8,407+410.1% | $7,380+481.1% | $13,398+220.1% |