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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 | $136,442 | $85,766+59.1% | $136,298+0.1% | $70,126+94.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 94.26% | 31.46%+62.8pp | 5156.27%-5062.0pp | 73.15%+21.1pp |
| Employer contribution / active EE | $3,681 | $2,966+24.1% | $4,696-21.6% | $2,343+57.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,612 | $5,421-70.3% | $9,244-82.6% | $4,645-65.3% |