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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 | $221,919 | $176,688+25.6% | $130,660+69.8% | $152,897+45.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 35.72% | 2693.08%-2657.4pp | 1709.29%-1673.6pp | 345.43%-309.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,115 | $4,362+17.3% | $3,603+42.0% | $5,851-12.6% |
| Admin fee / account holder | $10,876 | $7,131+52.5% | $5,463+99.1% | $11,599-6.2% |