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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 | $157,192 | $102,595+53.2% | $94,057+67.1% | $154,746+1.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.78% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $18,531 | $3,147+488.8% | $2,933+531.8% | $4,379+323.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,393 | $7,736-30.3% | $7,244-25.6% | $14,365-62.5% |