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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 | $129,406 | $72,396+78.7% | $67,511+91.7% | $145,959-11.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.54% | 7194.07%-7179.5pp | 3517.41%-3502.9pp | 561.95%-547.4pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,291 | $4,781-52.1% | $4,000-42.7% | $6,689-65.8% |
| Admin fee / account holder | $29,084 | $5,538+425.2% | $3,999+627.3% | $13,398+117.1% |