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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 | $56,887 | $154,754-63.2% | $124,206-54.2% | $138,895-59.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.77% | 709.28%-691.5pp | 515.27%-497.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $11,957 | $4,446+168.9% | $3,540+237.7% | $4,194+185.1% |
| Participant deferral / active EE | $6,179 | $4,621+33.7% | $3,968+55.7% | $6,396-3.4% |
| Admin fee / account holder | $1,646 | $6,690-75.4% | $5,929-72.2% | $12,562-86.9% |