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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 | $213,735 | $72,403+195.2% | $67,524+216.5% | $145,978+46.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.40% | 7197.23%-7184.8pp | 3519.41%-3507.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,539 | $4,782-46.9% | $4,001-36.5% | $6,690-62.0% |
| Admin fee / account holder | $4,468 | $5,541-19.4% | $4,001+11.7% | $13,400-66.7% |