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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 | $189,965 | $72,446+162.2% | $67,561+181.2% | $145,877+30.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.89% | 7211.98%-7201.1pp | 3525.44%-3514.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $883 | $4,785-81.5% | $4,003-77.9% | $6,691-86.8% |
| Admin fee / account holder | $8,309 | $5,541+49.9% | $4,006+107.4% | $13,402-38.0% |