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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 | $190,781 | $88,778+114.9% | $81,844+133.1% | $145,884+30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,420 | $4,648-4.9% | $4,323+2.2% | $6,690-33.9% |
| Admin fee / account holder | $13,291 | $8,430+57.7% | $7,355+80.7% | $13,392-0.8% |