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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 | $99,800 | $88,754+12.4% | $81,820+22.0% | $145,877-31.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.42% | 1031.77%-1018.3pp | 777.93%-764.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $21,006 | $3,085+580.8% | $2,915+620.6% | $4,663+350.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $123,155 | $8,424+1362.0% | $7,391+1566.4% | $13,402+818.9% |