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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 | $194,489 | $99,017+96.4% | $86,587+124.6% | $147,585+31.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.20% | 1312.37%-1298.2pp | 964.86%-950.7pp | 578.56%-564.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,087 | $3,972+204.3% | $3,609+234.9% | $5,439+122.2% |
| Admin fee / account holder | $480 | $5,710-91.6% | $4,906-90.2% | $10,885-95.6% |