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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 | $96,040 | $99,011-3.0% | $86,582+10.9% | $147,586-34.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.45% | 1312.75%-1293.3pp | 965.08%-945.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $7,746 | $3,132+147.3% | $2,839+172.8% | $4,876+58.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77,243 | $5,709+1253.0% | $4,904+1475.1% | $10,886+609.6% |