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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 | $141,760 | $102,429+38.4% | $147,096-3.6% | $80,925+75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 66.29% | 135.02%-68.7pp | 419.75%-353.5pp | 35.65%+30.6pp |
| Employer contribution / active EE | $6,694 | $3,716+80.2% | $4,936+35.6% | $2,756+142.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,873 | $7,957-63.9% | $13,005-77.9% | $6,940-58.6% |