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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 | $83,601 | $96,123-13.0% | $77,361+8.1% | $198,609-57.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.44% | 2054.81%-2046.4pp | 1011.54%-1003.1pp | 202.70%-194.3pp |
| Employer contribution / active EE | $9,169 | $3,791+141.9% | $2,990+206.6% | $5,055+81.4% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,238 | $9,471+71.5% | $5,894+175.5% | $19,030-14.7% |