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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 | $85,406 | $73,421+16.3% | $66,439+28.5% | $155,188-45.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 10.56% | 1382.37%-1371.8pp | 757.66%-747.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $8,483 | $3,039+179.1% | $2,637+221.7% | $4,248+99.7% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,834 | $8,856-0.2% | $6,173+43.1% | $14,480-39.0% |