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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 | $68,019 | $72,269-5.9% | $101,271-32.8% | $79,852-14.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 367.97% | 22.29%+345.7pp | 46.48%+321.5pp | 31.72%+336.3pp |
| Employer contribution / active EE | $13,603 | $2,692+405.4% | $3,660+271.7% | $2,471+450.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,067 | $4,401+60.6% | $5,948+18.8% | $5,306+33.2% |