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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 | $68,177 | $99,009-31.1% | $86,581-21.3% | $147,585-53.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.95% | 1312.70%-1300.7pp | 965.06%-953.1pp | 578.58%-566.6pp |
| Employer contribution / active EE | $8,772 | $3,132+180.1% | $2,840+208.9% | $4,876+79.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64,330 | $5,709+1026.9% | $4,904+1211.8% | $10,886+491.0% |