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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 | $30,460 | $106,524-71.4% | $152,301-80.0% | $87,485-65.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 859.55% | 26.89%+832.7pp | 80.50%+779.0pp | 26.06%+833.5pp |
| Employer contribution / active EE | $11,860 | $3,371+251.8% | $4,624+156.5% | $2,596+356.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,804 | $8,287-54.1% | $14,398-73.6% | $7,775-51.1% |