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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 | $102,722 | $104,520-1.7% | $76,823+33.7% | $152,885-32.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 21.53% | 1014.03%-992.5pp | 1166.42%-1144.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $9,802 | $3,117+214.5% | $2,302+325.8% | $4,763+105.8% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,536 | $12,283-87.5% | $6,422-76.1% | $11,598-86.8% |