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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 | $105,145-87.0% | $94,664-85.5% | $139,466-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 84.72% | 38.09%+46.6pp | 156.84%-72.1pp | 373.66%-288.9pp |
| Employer contribution / active EE | $10,730 | $4,107+161.3% | $3,673+192.1% | $4,754+125.7% |
| Participant deferral / active EE | $18,528 | $7,599+143.8% | $7,417+149.8% | $6,712+176.0% |
| Admin fee / account holder | $12,994 | $8,972+44.8% | $7,222+79.9% | $11,409+13.9% |