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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 | $12,606 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.24% | 583.42%-565.2pp | 480.62%-462.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $5,253 | $3,147+66.9% | $2,933+79.1% | $4,379+20.0% |
| Participant deferral / active EE | $6,567 | $5,118+28.3% | $4,709+39.4% | $6,730-2.4% |
| Admin fee / account holder | $30,907 | $7,736+299.5% | $7,244+326.6% | $14,365+115.2% |