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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 | $90,611 | $88,778+2.1% | $81,844+10.7% | $145,884-37.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.82% | 1033.03%-1021.2pp | 778.87%-767.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,425 | $4,648+210.3% | $4,323+233.6% | $6,690+115.6% |
| Admin fee / account holder | $7,271 | $8,430-13.8% | $7,355-1.2% | $13,392-45.7% |