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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 | $56,727 | $102,382-44.6% | $147,005-61.4% | $80,874-29.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.03% | 134.89%-117.9pp | 418.76%-401.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $8,153 | $3,715+119.5% | $4,934+65.2% | $2,756+195.9% |
| Participant deferral / active EE | $10,902 | $6,646+64.0% | $8,070+35.1% | $4,297+153.7% |
| Admin fee / account holder | $900 | $7,942-88.7% | $13,006-93.1% | $6,935-87.0% |