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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 | $131,585 | $88,778+48.2% | $81,844+60.8% | $145,884-9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.57% | 1033.03%-1011.5pp | 778.87%-757.3pp | 551.85%-530.3pp |
| Employer contribution / active EE | $3,750 | $3,087+21.5% | $2,916+28.6% | $4,662-19.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $44,737 | $8,430+430.7% | $7,355+508.2% | $13,392+234.1% |