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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 | $82,717 | $96,123-13.9% | $77,361+6.9% | $198,609-58.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.29% | 2054.81%-2046.5pp | 1011.54%-1003.2pp | 202.70%-194.4pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,575 | $4,975+52.3% | $3,911+93.7% | $6,977+8.6% |
| Admin fee / account holder | $5,853 | $9,471-38.2% | $5,894-0.7% | $19,030-69.2% |