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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 | $73,407 | $73,518-0.2% | $63,003+16.5% | $147,585-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.27% | 175.46%-159.2pp | 87.59%-71.3pp | 578.57%-562.3pp |
| Employer contribution / active EE | $4,764 | $3,322+43.4% | $2,760+72.6% | $4,876-2.3% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,833 | $5,952+233.2% | $3,600+450.9% | $10,885+82.2% |