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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 | $49,203 | $90,614-45.7% | $76,089-35.3% | $145,877-66.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.65% | 623.80%-611.2pp | 360.94%-348.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $27,892 | $3,324+739.0% | $2,690+936.9% | $4,663+498.2% |
| Participant deferral / active EE | $15,250 | $5,168+195.1% | $4,259+258.0% | $6,691+127.9% |
| Admin fee / account holder | $18,569 | $8,376+121.7% | $6,418+189.3% | $13,402+38.6% |