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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 | $17,965 | $96,388-81.4% | $80,627-77.7% | $139,466-87.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 44.00% | 1352.08%-1308.1pp | 936.76%-892.8pp | 373.66%-329.7pp |
| Employer contribution / active EE | $5,663 | $3,260+73.7% | $2,723+108.0% | $4,754+19.1% |
| Participant deferral / active EE | $8,115 | $5,224+55.3% | $4,443+82.7% | $6,712+20.9% |
| Admin fee / account holder | $526 | $6,603-92.0% | $5,381-90.2% | $11,409-95.4% |