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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 | $96,222 | $102,429-6.1% | $147,096-34.6% | $80,925+18.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 82.29% | 135.02%-52.7pp | 419.75%-337.5pp | 35.65%+46.6pp |
| Employer contribution / active EE | $23,745 | $3,716+539.1% | $4,936+381.1% | $2,756+761.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,690 | $7,957-28.5% | $13,005-56.3% | $6,940-18.0% |