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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 | $132,335 | $169,336-21.9% | $129,384+2.3% | $145,884-9.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.90% | 14408.70%-14398.8pp | 9461.77%-9451.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $32,944 | $5,540+494.7% | $4,153+693.2% | $4,662+606.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,307 | $9,912-56.5% | $7,686-44.0% | $13,392-67.8% |