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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 | $200,922 | $88,754+126.4% | $81,820+145.6% | $145,877+37.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.87% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,106 | $3,085+162.7% | $2,915+178.1% | $4,663+73.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $738 | $8,424-91.2% | $7,391-90.0% | $13,402-94.5% |