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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 | $167,190 | $72,465+130.7% | $67,575+147.4% | $145,884+14.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 7222.56%-7210.4pp | 3528.98%-3516.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,990 | $4,786+4.3% | $4,003+24.6% | $6,690-25.4% |
| Admin fee / account holder | $623 | $5,515-88.7% | $3,993-84.4% | $13,392-95.3% |