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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 | $22,988 | $99,011-76.8% | $86,582-73.4% | $147,586-84.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.93% | 1312.75%-1296.8pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $4,495 | $3,132+43.5% | $2,839+58.3% | $4,876-7.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,951 | $5,709-13.3% | $4,904+0.9% | $10,886-54.5% |