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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 | $117,440 | $202,342-42.0% | $172,753-32.0% | $152,909-23.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.98% | 1029.88%-1014.9pp | 803.00%-788.0pp | 345.46%-330.5pp |
| Employer contribution / active EE | $4,500 | $5,857-23.2% | $5,144-12.5% | $4,764-5.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,575 | $17,112+78.7% | $13,956+119.1% | $11,601+163.6% |