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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 | $164,727 | $97,732+68.6% | $83,831+96.5% | $135,380+21.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.75% | 1287.56%-1280.8pp | 850.99%-844.2pp | 519.81%-513.1pp |
| Employer contribution / active EE | $7,692 | $4,222+82.2% | $3,631+111.8% | $4,779+61.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,665 | $6,675-60.1% | $5,479-51.4% | $10,828-75.4% |