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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 | $148,986 | $90,607+64.4% | $79,467+87.5% | $135,380+10.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.83% | 977.74%-967.9pp | 718.30%-708.5pp | 519.81%-510.0pp |
| Employer contribution / active EE | $15,000 | $3,068+389.0% | $2,800+435.7% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,428 | $5,895+9.0% | $5,104+25.9% | $10,828-40.6% |