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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 | $73,546-0.2% | $63,018+16.5% | $147,586-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.27% | 175.56%-159.3pp | 87.62%-71.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,764 | $3,324+43.3% | $2,761+72.6% | $4,876-2.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,833 | $5,956+233.0% | $3,601+450.8% | $10,886+82.2% |