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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 | $209,923 | $88,815+136.4% | $81,882+156.4% | $145,897+43.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.33% | 1033.75%-1011.4pp | 779.47%-757.1pp | 552.29%-530.0pp |
| Employer contribution / active EE | $3,000 | $3,086-2.8% | $2,916+2.9% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $261,091 | $8,434+2995.5% | $7,360+3447.6% | $13,390+1849.8% |