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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 | $105,053 | $234,190-55.1% | $180,320-41.7% | $198,609-47.1% |
| Participation rate | 90.9% | 77.1%+13.8pp | 71.5%+19.4pp | 82.4%+8.5pp |
| Annual return | 13.33% | 1057.44%-1044.1pp | 778.54%-765.2pp | 202.70%-189.4pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,943 | $4,988+59.2% | $4,304+84.5% | $6,977+13.9% |
| Admin fee / account holder | $1,022 | $12,558-91.9% | $10,000-89.8% | $19,030-94.6% |