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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 | $153,087 | $92,766+65.0% | $82,763+85.0% | $134,545+13.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.24% | 946.97%-945.7pp | 702.45%-701.2pp | 418.37%-417.1pp |
| Employer contribution / active EE | $12,500 | $3,273+281.9% | $3,008+315.5% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,266 | $5,978-28.6% | $5,325-19.9% | $11,431-62.7% |