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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 | $43,497 | $138,072-68.5% | $123,549-64.8% | $135,382-67.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.84% | 153.69%-145.9pp | 119.20%-111.4pp | 519.77%-511.9pp |
| Employer contribution / active EE | $11,131 | $5,152+116.1% | $4,628+140.5% | $4,779+132.9% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,537 | $10,917-85.9% | $9,284-83.4% | $10,829-85.8% |