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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 | $135,818 | $84,741+60.3% | $75,731+79.3% | $167,553-18.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 34.69% | 199.72%-165.0pp | 104.65%-70.0pp | 478.89%-444.2pp |
| Employer contribution / active EE | $6,863 | $3,230+112.5% | $2,743+150.2% | $4,840+41.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,372 | $5,361+149.5% | $3,620+269.4% | $12,316+8.6% |