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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 | $84,697+3.5% | $73,845+18.8% | $125,393-30.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.20% | 3123.66%-3122.5pp | 2267.91%-2266.7pp | 282.23%-281.0pp |
| Employer contribution / active EE | $14,211 | $3,123+355.0% | $2,788+409.8% | $4,866+192.0% |
| Participant deferral / active EE | $13,802 | $3,993+245.7% | $3,583+285.2% | $5,351+157.9% |
| Admin fee / account holder | $296,428 | $5,692+5108.1% | $4,881+5973.7% | $9,541+3007.0% |