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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 | $190,798 | $97,732+95.2% | $83,831+127.6% | $135,380+40.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 17.80% | 1287.56%-1269.8pp | 850.99%-833.2pp | 519.81%-502.0pp |
| Employer contribution / active EE | $19,523 | $4,222+362.4% | $3,631+437.7% | $4,779+308.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $38,709 | $6,675+480.0% | $5,479+606.5% | $10,828+257.5% |