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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 | $204,187 | $88,778+130.0% | $81,844+149.5% | $145,884+40.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.36% | 1033.03%-1014.7pp | 778.87%-760.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,500 | $3,087-19.0% | $2,916-14.3% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $87,750 | $8,430+940.9% | $7,355+1093.0% | $13,392+555.2% |