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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 | $49,048 | $110,337-55.5% | $102,383-52.1% | $145,877-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 145.73% | 24.83%+120.9pp | 24.94%+120.8pp | 551.28%-405.6pp |
| Employer contribution / active EE | $19,707 | $4,216+367.4% | $3,870+409.2% | $4,663+322.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,170 | $9,750+4.3% | $8,391+21.2% | $13,402-24.1% |