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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 | $110,778 | $82,630+34.1% | $64,105+72.8% | $125,389-11.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.51% | 1489.72%-1486.2pp | 791.24%-787.7pp | 282.24%-278.7pp |
| Employer contribution / active EE | $3,725 | $2,671+39.4% | $1,820+104.7% | $4,866-23.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $357 | $6,382-94.4% | $4,499-92.1% | $9,541-96.3% |