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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 | $167,030-86.5% | $135,768-83.4% | $155,188-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.14% | 678.39%-660.3pp | 526.10%-508.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $11,210 | $4,132+171.3% | $3,394+230.3% | $4,248+163.9% |
| Participant deferral / active EE | $6,745 | $4,528+49.0% | $3,977+69.6% | $6,531+3.3% |
| Admin fee / account holder | $869 | $8,172-89.4% | $7,048-87.7% | $14,480-94.0% |