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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 | $20,168 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.97% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,917 | $2,788+76.3% | $2,649+85.6% | $4,156+18.3% |
| Participant deferral / active EE | $14,147 | $4,410+220.8% | $4,123+243.1% | $6,407+120.8% |
| Admin fee / account holder | $1,596 | $5,336-70.1% | $5,150-69.0% | $12,270-87.0% |