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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 | $112,561 | $97,761+15.1% | $83,850+34.2% | $135,382-16.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.37% | 1287.44%-1279.1pp | 850.92%-842.6pp | 519.77%-511.4pp |
| Employer contribution / active EE | $14,564 | $4,222+245.0% | $3,631+301.1% | $4,779+204.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,842 | $6,674+17.5% | $5,478+43.1% | $10,829-27.6% |