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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 | $59,134 | $70,121-15.7% | $63,803-7.3% | $138,895-57.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.66% | 946.48%-926.8pp | 543.72%-524.1pp | 145.39%-125.7pp |
| Employer contribution / active EE | $9,210 | $2,882+219.6% | $2,532+263.7% | $4,194+119.6% |
| Participant deferral / active EE | $9,802 | $4,535+116.1% | $3,843+155.0% | $6,396+53.2% |
| Admin fee / account holder | $338 | $6,738-95.0% | $5,196-93.5% | $12,562-97.3% |