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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 | $59,138 | $114,093-48.2% | $96,171-38.5% | $167,536-64.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.81% | 190.00%-178.2pp | 192.04%-180.2pp | 478.82%-467.0pp |
| Employer contribution / active EE | $15,310 | $3,429+346.4% | $2,799+447.0% | $4,839+216.4% |
| Participant deferral / active EE | $12,188 | $5,197+134.5% | $4,350+180.2% | $6,342+92.2% |
| Admin fee / account holder | $813 | $6,899-88.2% | $5,538-85.3% | $12,315-93.4% |