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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 | $13,701 | $105,160-87.0% | $94,679-85.5% | $139,456-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 84.72% | 38.04%+46.7pp | 156.75%-72.0pp | 373.45%-288.7pp |
| Employer contribution / active EE | $10,730 | $4,107+161.3% | $3,673+192.2% | $4,753+125.8% |
| Participant deferral / active EE | $18,528 | $7,599+143.8% | $7,417+149.8% | $6,711+176.1% |
| Admin fee / account holder | $12,994 | $8,988+44.6% | $7,233+79.7% | $11,407+13.9% |