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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 | $100,306 | $90,691+10.6% | $76,119+31.8% | $145,884-31.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.34% | 624.52%-613.2pp | 361.25%-349.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,529 | $3,329+36.1% | $2,693+68.2% | $4,662-2.9% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $366 | $8,383-95.6% | $6,421-94.3% | $13,392-97.3% |