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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 | $154,754-67.8% | $124,206-59.9% | $138,895-64.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.83% | 709.28%-692.4pp | 515.27%-498.4pp | 145.39%-128.6pp |
| Employer contribution / active EE | $15,241 | $4,446+242.8% | $3,540+330.5% | $4,194+263.4% |
| Participant deferral / active EE | $5,875 | $4,621+27.1% | $3,968+48.1% | $6,396-8.1% |
| Admin fee / account holder | $492 | $6,690-92.6% | $5,929-91.7% | $12,562-96.1% |