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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 | $245,378 | $156,970+56.3% | $121,210+102.4% | $139,487+75.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1477.10%-1464.0pp | 987.41%-974.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $336 | $4,849-93.1% | $4,084-91.8% | $6,713-95.0% |
| Admin fee / account holder | $1,126 | $6,947-83.8% | $5,647-80.1% | $11,407-90.1% |