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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 | $23,605 | $39,798-40.7% | $67,704-65.1% | $59,633-60.4% |
| Participation rate | 96.3% | 57.4%+38.9pp | 67.5%+28.8pp | 68.7%+27.6pp |
| Annual return | 290.67% | 89.94%+200.7pp | 25.41%+265.3pp | 2041.45%-1750.8pp |
| Employer contribution / active EE | $6,241 | $1,393+348.1% | $2,559+143.9% | $2,203+183.4% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,751 | $3,212-14.4% | $4,255-35.4% | $4,297-36.0% |