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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 | $126,713 | $99,011+28.0% | $86,582+46.3% | $147,586-14.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.79% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,550 | $3,972-10.6% | $3,609-1.6% | $5,439-34.7% |
| Admin fee / account holder | $11,308 | $5,709+98.1% | $4,904+130.6% | $10,886+3.9% |