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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 | $72,396+186.5% | $67,511+207.2% | $145,959+42.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 7194.07%-7183.8pp | 3517.41%-3507.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $5,221 | $3,071+70.0% | $2,733+91.1% | $4,661+12.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,636 | $5,538+74.0% | $3,999+141.0% | $13,398-28.1% |