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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 | $176,726 | $88,778+99.1% | $81,844+115.9% | $145,884+21.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.14% | 1033.03%-1015.9pp | 778.87%-761.7pp | 551.85%-534.7pp |
| Employer contribution / active EE | $12,193 | $3,087+295.0% | $2,916+318.1% | $4,662+161.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,402 | $8,430+23.4% | $7,355+41.4% | $13,392-22.3% |