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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 | $56,701 | $88,754-36.1% | $81,820-30.7% | $145,877-61.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.27% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,472 | $3,085+45.0% | $2,915+53.4% | $4,663-4.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,155 | $8,424+68.0% | $7,391+91.5% | $13,402+5.6% |