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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 | $191,834 | $121,656+57.7% | $104,614+83.4% | $158,950+20.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.92% | 465.51%-457.6pp | 340.56%-332.6pp | 302.91%-295.0pp |
| Employer contribution / active EE | $19,756 | $3,164+524.3% | $2,681+636.9% | $4,762+314.9% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,393 | $7,775-43.5% | $6,464-32.0% | $11,248-60.9% |