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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 | $82,674+82.2% | $125,358+20.2% | $68,498+119.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 341.78% | -5.97%+347.7pp | 572.03%-230.3pp | -7.84%+349.6pp |
| Employer contribution / active EE | $37,630 | $3,381+1012.8% | $4,814+681.7% | $2,596+1349.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,929 | $6,276+42.3% | $10,007-10.8% | $5,403+65.3% |