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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 | $21,308 | $105,145-79.7% | $94,664-77.5% | $139,466-84.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.95% | 38.09%-17.1pp | 156.84%-135.9pp | 373.66%-352.7pp |
| Employer contribution / active EE | $9,392 | $4,107+128.7% | $3,673+155.7% | $4,754+97.6% |
| Participant deferral / active EE | $14,952 | $7,599+96.8% | $7,417+101.6% | $6,712+122.8% |
| Admin fee / account holder | $8,206 | $8,972-8.5% | $7,222+13.6% | $11,409-28.1% |