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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 | $235,267 | $90,607+159.7% | $79,467+196.1% | $135,380+73.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.32% | 977.74%-973.4pp | 718.30%-714.0pp | 519.81%-515.5pp |
| Employer contribution / active EE | $20,000 | $3,068+551.9% | $2,800+614.2% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,067 | $5,895+19.9% | $5,104+38.4% | $10,828-34.7% |