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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 | $25,569 | $138,114-81.5% | $125,391-79.6% | $134,545-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.79% | 750.88%-745.1pp | 572.41%-566.6pp | 418.37%-412.6pp |
| Employer contribution / active EE | $11,688 | $5,246+122.8% | $4,816+142.7% | $4,742+146.5% |
| Participant deferral / active EE | $6,500 | $7,801-16.7% | $7,448-12.7% | $6,401+1.5% |
| Admin fee / account holder | $6,815 | $11,570-41.1% | $10,009-31.9% | $11,431-40.4% |