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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 | $142,130 | $96,123+47.9% | $77,361+83.7% | $198,609-28.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.56% | 2054.81%-2045.2pp | 1011.54%-1002.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $9,346 | $3,791+146.6% | $2,990+212.6% | $5,055+84.9% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $26,400 | $9,471+178.8% | $5,894+347.9% | $19,030+38.7% |