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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 | $104,513+31.8% | $76,824+79.3% | $152,870-9.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.43% | 1013.70%-996.3pp | 1166.26%-1148.8pp | 345.34%-327.9pp |
| Employer contribution / active EE | $13,232 | $3,117+324.6% | $2,302+474.7% | $4,763+177.8% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,494 | $12,279-63.4% | $6,421-30.0% | $11,597-61.2% |