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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 | $43,576 | $110,039-60.4% | $97,260-55.2% | $145,884-70.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 244.44%-235.9pp | 75.54%-67.0pp | 551.85%-543.3pp |
| Employer contribution / active EE | $15,455 | $3,074+402.7% | $2,721+468.0% | $4,662+231.5% |
| Participant deferral / active EE | $71,250 | $4,674+1424.5% | $4,262+1571.9% | $6,690+965.1% |
| Admin fee / account holder | $554 | $6,204-91.1% | $5,640-90.2% | $13,392-95.9% |