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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 | $82,271 | $97,759-15.8% | $83,849-1.9% | $135,377-39.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 14.85% | 1287.41%-1272.6pp | 850.91%-836.1pp | 519.75%-504.9pp |
| Employer contribution / active EE | $18,846 | $4,222+346.4% | $3,631+419.1% | $4,779+294.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $432 | $6,674-93.5% | $5,478-92.1% | $10,828-96.0% |