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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 | $142,132 | $90,607+56.9% | $79,467+78.9% | $135,380+5.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.01% | 977.74%-973.7pp | 718.30%-714.3pp | 519.81%-515.8pp |
| Employer contribution / active EE | $17,948 | $3,068+485.0% | $2,800+540.9% | $4,779+275.6% |
| Participant deferral / active EE | $2,722 | $4,050-32.8% | $3,704-26.5% | $5,609-51.5% |
| Admin fee / account holder | $227,939 | $5,895+3766.6% | $5,104+4365.7% | $10,828+2005.1% |