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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 | $93,276 | $73,421+27.0% | $66,439+40.4% | $155,188-39.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.56% | 1382.37%-1370.8pp | 757.66%-746.1pp | 148.84%-137.3pp |
| Employer contribution / active EE | $10,600 | $3,039+248.8% | $2,637+302.0% | $4,248+149.5% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,456 | $8,856-38.4% | $6,173-11.6% | $14,480-62.3% |