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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 | $123,961 | $106,001+16.9% | $92,235+34.4% | $147,585-16.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.97% | 50.05%-31.1pp | 176.28%-157.3pp | 578.56%-559.6pp |
| Employer contribution / active EE | $20,000 | $4,333+361.6% | $3,679+443.6% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $667 | $6,332-89.5% | $5,194-87.2% | $10,885-93.9% |