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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 | $143,678 | $109,872+30.8% | $98,483+45.9% | $167,536-14.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.77% | 1959.31%-1947.5pp | 1494.38%-1482.6pp | 478.82%-467.0pp |
| Employer contribution / active EE | $15,994 | $3,225+395.9% | $2,961+440.2% | $4,839+230.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,705 | $6,757-45.2% | $5,953-37.8% | $12,315-69.9% |