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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 | $137,724 | $104,577+31.7% | $76,667+79.6% | $152,909-9.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.43% | 1014.36%-996.9pp | 1166.74%-1149.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $13,232 | $3,119+324.2% | $2,303+474.6% | $4,764+177.7% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,494 | $12,290-63.4% | $6,423-30.0% | $11,601-61.3% |