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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 | $63,333 | $85,766-26.2% | $136,298-53.5% | $70,126-9.7% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 249.07% | 31.46%+217.6pp | 5156.27%-4907.2pp | 73.15%+175.9pp |
| Employer contribution / active EE | $8,526 | $2,966+187.4% | $4,696+81.6% | $2,343+263.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,046 | $5,421-25.4% | $9,244-56.2% | $4,645-12.9% |