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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 | $87,694 | $84,685+3.6% | $73,836+18.8% | $125,389-30.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.20% | 3123.80%-3122.6pp | 2268.06%-2266.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $14,211 | $3,123+355.0% | $2,787+409.8% | $4,866+192.0% |
| Participant deferral / active EE | $13,802 | $3,993+245.7% | $3,583+285.2% | $5,352+157.9% |
| Admin fee / account holder | $296,428 | $5,694+5106.0% | $4,882+5972.0% | $9,541+3006.9% |