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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 | $135,391 | $152,597-11.3% | $117,533+15.2% | $134,532+0.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 49.61% | 53.04%-3.4pp | 29.77%+19.8pp | 418.27%-368.7pp |
| Employer contribution / active EE | $22,800 | $5,576+308.9% | $4,179+445.5% | $4,741+380.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,625 | $7,007-19.7% | $5,647-0.4% | $11,429-50.8% |