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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 | $133,848 | $88,815+50.7% | $81,882+63.5% | $145,897-8.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.09% | 1033.75%-1020.7pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $14,603 | $3,086+373.1% | $2,916+400.8% | $4,663+213.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,444 | $8,434-59.2% | $7,360-53.2% | $13,390-74.3% |