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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 | $66,070 | $73,518-10.1% | $63,003+4.9% | $147,585-55.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.83% | 175.46%-158.6pp | 87.59%-70.8pp | 578.57%-561.7pp |
| Employer contribution / active EE | $9,731 | $3,322+192.9% | $2,760+252.5% | $4,876+99.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,959 | $5,952-50.3% | $3,600-17.8% | $10,885-72.8% |