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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 | $108,053 | $88,778+21.7% | $81,844+32.0% | $145,884-25.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.44% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $12,597 | $3,087+308.1% | $2,916+331.9% | $4,662+170.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,809 | $8,430+135.0% | $7,355+169.3% | $13,392+47.9% |