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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 | $17,480 | $90,691-80.7% | $76,119-77.0% | $145,884-88.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.03% | 624.52%-607.5pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $8,152 | $3,329+144.9% | $2,693+202.7% | $4,662+74.8% |
| Participant deferral / active EE | $13,397 | $5,167+159.3% | $4,259+214.5% | $6,690+100.3% |
| Admin fee / account holder | $11,951 | $8,383+42.6% | $6,421+86.1% | $13,392-10.8% |