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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 | $48,618 | $89,370-45.6% | $141,197-65.6% | $72,976-33.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 47.61% | 111.88%-64.3pp | 71.41%-23.8pp | 81.02%-33.4pp |
| Employer contribution / active EE | $11,111 | $3,115+256.7% | $4,736+134.6% | $2,440+355.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $893 | $5,957-85.0% | $10,265-91.3% | $5,124-82.6% |