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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 | $98,254 | $73,546+33.6% | $63,018+55.9% | $147,586-33.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.20% | 175.56%-154.4pp | 87.62%-66.4pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,167 | $4,185+143.0% | $3,330+205.3% | $5,439+86.9% |
| Admin fee / account holder | $4,444 | $5,956-25.4% | $3,601+23.4% | $10,886-59.2% |