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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 | $91,936 | $96,388-4.6% | $80,627+14.0% | $139,466-34.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.15% | 1352.08%-1340.9pp | 936.76%-925.6pp | 373.66%-362.5pp |
| Employer contribution / active EE | $22,075 | $3,260+577.2% | $2,723+710.8% | $4,754+364.3% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,440 | $6,603-78.2% | $5,381-73.2% | $11,409-87.4% |