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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 | $244,333 | $90,607+169.7% | $79,467+207.5% | $135,380+80.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.24% | 977.74%-972.5pp | 718.30%-713.1pp | 519.81%-514.6pp |
| Employer contribution / active EE | $5,179 | $3,068+68.8% | $2,800+84.9% | $4,779+8.4% |
| Participant deferral / active EE | $1,514 | $4,050-62.6% | $3,704-59.1% | $5,609-73.0% |
| Admin fee / account holder | $50,020 | $5,895+748.5% | $5,104+880.0% | $10,828+361.9% |