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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 | $93,345-26.6% | $119,126-42.5% | $87,485-21.7% |
| Participation rate | 96.4% | 68.7%+27.7pp | 75.8%+20.7pp | 68.9%+27.5pp |
| Annual return | 132.64% | 19.08%+113.6pp | 282.11%-149.5pp | 26.06%+106.6pp |
| Employer contribution / active EE | $14,207 | $3,172+347.9% | $4,034+252.2% | $2,596+447.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $631,031 | $8,039+7750.0% | $10,693+5801.2% | $7,775+8016.4% |