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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 | $86,092 | $88,702-2.9% | $81,780+5.3% | $145,978-41.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.01% | 1029.12%-1009.1pp | 776.27%-756.3pp | 550.52%-530.5pp |
| Employer contribution / active EE | $8,730 | $3,084+183.0% | $2,914+199.6% | $4,662+87.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,219 | $8,414+128.4% | $7,384+160.3% | $13,400+43.4% |