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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 | $129,156 | $81,749+58.0% | $58,544+120.6% | $139,456-7.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.77% | 7425.45%-7407.7pp | 4249.56%-4231.8pp | 373.45%-355.7pp |
| Employer contribution / active EE | $8,051 | $1,398+475.9% | $1,053+664.5% | $4,753+69.4% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,116 | $3,272-35.3% | $2,520-16.0% | $11,407-81.5% |