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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 | $207,382 | $72,446+186.3% | $67,561+207.0% | $145,877+42.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 7211.98%-7201.7pp | 3525.44%-3515.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,221 | $3,072+69.9% | $2,735+90.9% | $4,663+12.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,636 | $5,541+73.9% | $4,006+140.6% | $13,402-28.1% |