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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 | $240,074 | $155,840+54.1% | $124,694+92.5% | $167,553+43.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.89% | 17.98%+0.9pp | 5144.82%-5125.9pp | 478.89%-460.0pp |
| Employer contribution / active EE | $5,000 | $4,165+20.0% | $3,325+50.4% | $4,840+3.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $64,967 | $9,536+581.3% | $7,495+766.8% | $12,316+427.5% |