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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 | $100,583 | $74,535+34.9% | $100,712-0.1% | $82,637+21.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 285.42% | 18.92%+266.5pp | 33.27%+252.1pp | 53.51%+231.9pp |
| Employer contribution / active EE | $16,583 | $1,503+1003.6% | $2,313+617.0% | $2,552+549.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32,209 | $6,576+389.8% | $9,256+248.0% | $7,339+338.9% |