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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 | $192,119 | $102,595+87.3% | $94,057+104.3% | $154,746+24.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.91% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,895 | $5,118-4.4% | $4,709+3.9% | $6,730-27.3% |
| Admin fee / account holder | $2,745 | $7,736-64.5% | $7,244-62.1% | $14,365-80.9% |