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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 | $97,623 | $138,076-29.3% | $123,553-21.0% | $135,380-27.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 275.52% | 153.70%+121.8pp | 119.21%+156.3pp | 519.81%-244.3pp |
| Employer contribution / active EE | $56,243 | $5,152+991.7% | $4,628+1115.3% | $4,779+1076.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,762 | $10,917+62.7% | $9,284+91.3% | $10,828+64.0% |