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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 | $150,660 | $82,678+82.2% | $125,391+20.2% | $68,490+120.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 341.78% | -5.97%+347.7pp | 572.41%-230.6pp | -7.85%+349.6pp |
| Employer contribution / active EE | $37,630 | $3,382+1012.6% | $4,816+681.4% | $2,597+1349.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,929 | $6,277+42.2% | $10,009-10.8% | $5,403+65.3% |