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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 | $208,235 | $90,607+129.8% | $79,467+162.0% | $135,380+53.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.68% | 977.74%-974.1pp | 718.30%-714.6pp | 519.81%-516.1pp |
| Employer contribution / active EE | $22,988 | $3,068+649.3% | $2,800+720.9% | $4,779+381.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,711 | $5,895-20.1% | $5,104-7.7% | $10,828-56.5% |