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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 | $247,133 | $156,963+57.4% | $121,204+103.9% | $139,466+77.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 1476.75%-1458.8pp | 987.18%-969.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,063 | $4,848+190.1% | $4,083+244.4% | $6,712+109.5% |
| Admin fee / account holder | $2,137 | $6,953-69.3% | $5,651-62.2% | $11,409-81.3% |