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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 | $73,421+93.6% | $66,439+113.9% | $155,188-8.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.56% | 1382.37%-1372.8pp | 757.66%-748.1pp | 148.84%-139.3pp |
| Employer contribution / active EE | $9,346 | $3,039+207.6% | $2,637+254.5% | $4,248+120.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $26,400 | $8,856+198.1% | $6,173+327.6% | $14,480+82.3% |