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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 | $70,121+33.0% | $63,803+46.2% | $138,895-32.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.56% | 946.48%-934.9pp | 543.72%-532.2pp | 145.39%-133.8pp |
| Employer contribution / active EE | $10,600 | $2,882+267.8% | $2,532+318.6% | $4,194+152.7% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,456 | $6,738-19.0% | $5,196+5.0% | $12,562-56.6% |