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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 | $72,465+186.2% | $67,575+206.9% | $145,884+42.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 7222.56%-7212.2pp | 3528.98%-3518.7pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,221 | $3,074+69.9% | $2,736+90.8% | $4,662+12.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,636 | $5,515+74.7% | $3,993+141.3% | $13,392-28.0% |