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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 | $43,197 | $125,184-65.5% | $105,607-59.1% | $145,884-70.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.31% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $12,227 | $3,720+228.7% | $3,167+286.1% | $4,662+162.3% |
| Participant deferral / active EE | $8,664 | $5,714+51.6% | $5,011+72.9% | $6,690+29.5% |
| Admin fee / account holder | $832 | $17,133-95.1% | $10,958-92.4% | $13,392-93.8% |