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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 | $92,057 | $97,761-5.8% | $83,850+9.8% | $135,382-32.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.18% | 1287.44%-1283.3pp | 850.92%-846.7pp | 519.77%-515.6pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,972 | $6,674+34.4% | $5,478+63.8% | $10,829-17.1% |