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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 | $22,539 | $154,754-85.4% | $124,206-81.9% | $138,895-83.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.14% | 709.28%-691.1pp | 515.27%-497.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $11,210 | $4,446+152.1% | $3,540+216.7% | $4,194+167.3% |
| Participant deferral / active EE | $6,745 | $4,621+46.0% | $3,968+70.0% | $6,396+5.5% |
| Admin fee / account holder | $869 | $6,690-87.0% | $5,929-85.3% | $12,562-93.1% |