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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 | $124,157 | $72,403+71.5% | $67,524+83.9% | $145,978-14.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.91% | 7197.23%-7184.3pp | 3519.41%-3506.5pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,671 | $4,782+18.6% | $4,001+41.7% | $6,690-15.2% |
| Admin fee / account holder | $2,279 | $5,541-58.9% | $4,001-43.0% | $13,400-83.0% |