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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 | $194,046 | $138,076+40.5% | $123,553+57.1% | $135,380+43.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.57% | 153.70%-152.1pp | 119.21%-117.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $12,766 | $5,152+147.8% | $4,628+175.8% | $4,779+167.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,787 | $10,917+154.5% | $9,284+199.3% | $10,828+156.6% |