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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 | $99,933 | $72,403+38.0% | $67,524+48.0% | $145,978-31.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.27% | 7197.23%-7186.0pp | 3519.41%-3508.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $5,575 | $3,072+81.5% | $2,734+103.9% | $4,662+19.6% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,417 | $5,541-56.4% | $4,001-39.6% | $13,400-82.0% |