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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 | $56,494 | $82,674-31.7% | $125,363-54.9% | $68,495-17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 93.87% | -5.97%+99.8pp | 572.15%-478.3pp | -7.84%+101.7pp |
| Employer contribution / active EE | $37,487 | $3,382+1008.5% | $4,815+678.6% | $2,596+1343.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,711 | $6,276-9.0% | $10,005-42.9% | $5,403+5.7% |