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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 | $68,515 | $105,284-34.9% | $150,734-54.5% | $94,015-27.1% |
| Participation rate | 96.4% | 71.7%+24.7pp | 78.4%+18.0pp | 70.8%+25.6pp |
| Annual return | 132.64% | 15.67%+117.0pp | 600.81%-468.2pp | 17.84%+114.8pp |
| Employer contribution / active EE | $14,207 | $3,599+294.8% | $4,918+188.9% | $2,790+409.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $631,031 | $9,839+6313.9% | $14,905+4133.6% | $8,951+6949.7% |