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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 | $169,718 | $88,754+91.2% | $81,820+107.4% | $145,877+16.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.16% | 1031.77%-1021.6pp | 777.93%-767.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $15,389 | $3,085+398.8% | $2,915+427.9% | $4,663+230.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,611 | $8,424-80.9% | $7,391-78.2% | $13,402-88.0% |