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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 | $66,166 | $110,337-40.0% | $102,383-35.4% | $145,877-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 155.57% | 24.83%+130.7pp | 24.94%+130.6pp | 551.28%-395.7pp |
| Employer contribution / active EE | $7,189 | $4,216+70.5% | $3,870+85.7% | $4,663+54.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,469 | $9,750-64.4% | $8,391-58.7% | $13,402-74.1% |