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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 | $124,809 | $99,011+26.1% | $86,582+44.2% | $147,586-15.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.13% | 1312.75%-1298.6pp | 965.08%-951.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $21,768 | $3,132+595.0% | $2,839+666.6% | $4,876+346.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,280 | $5,709+150.1% | $4,904+191.2% | $10,886+31.2% |