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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 | $126,662 | $88,815+42.6% | $81,882+54.7% | $145,897-13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.86% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $12,500 | $3,086+305.0% | $2,916+328.7% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,250 | $8,434+33.4% | $7,360+52.9% | $13,390-16.0% |