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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 | $38,883 | $160,040-75.7% | $147,096-73.6% | $145,877-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $11,714 | $5,289+121.5% | $4,936+137.3% | $4,663+151.2% |
| Participant deferral / active EE | $12,431 | $8,429+47.5% | $8,071+54.0% | $6,691+85.8% |
| Admin fee / account holder | $5,971 | $15,050-60.3% | $13,005-54.1% | $13,402-55.4% |