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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 | $124,630 | $99,668+25.0% | $86,451+44.2% | $134,545-7.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.73% | 6789.61%-6788.9pp | 4398.51%-4397.8pp | 418.37%-417.6pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,015 | $7,249+24.4% | $6,953+29.6% | $6,401+40.8% |
| Admin fee / account holder | $2,185 | $8,377-73.9% | $6,734-67.6% | $11,431-80.9% |