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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 | $44,122 | $114,093-61.3% | $96,171-54.1% | $167,536-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.56% | 190.00%-172.4pp | 192.04%-174.5pp | 478.82%-461.3pp |
| Employer contribution / active EE | $17,016 | $3,429+396.2% | $2,799+508.0% | $4,839+251.6% |
| Participant deferral / active EE | $10,609 | $5,197+104.2% | $4,350+143.9% | $6,342+67.3% |
| Admin fee / account holder | $11,763 | $6,899+70.5% | $5,538+112.4% | $12,315-4.5% |