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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 | $49,769 | $167,030-70.2% | $135,768-63.3% | $155,188-67.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.83% | 678.39%-661.6pp | 526.10%-509.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $15,241 | $4,132+268.8% | $3,394+349.1% | $4,248+258.8% |
| Participant deferral / active EE | $5,875 | $4,528+29.8% | $3,977+47.7% | $6,531-10.0% |
| Admin fee / account holder | $492 | $8,172-94.0% | $7,048-93.0% | $14,480-96.6% |