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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 | $50,095 | $180,462-72.2% | $154,111-67.5% | $135,379-63.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.31% | 888.17%-887.9pp | 735.18%-734.9pp | 519.79%-519.5pp |
| Employer contribution / active EE | $13,607 | $6,036+125.5% | $5,298+156.8% | $4,779+184.7% |
| Participant deferral / active EE | $7,470 | $5,806+28.7% | $5,081+47.0% | $5,609+33.2% |
| Admin fee / account holder | $477,350 | $16,145+2856.7% | $13,411+3459.3% | $10,828+4308.5% |