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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 | $105,111 | $102,422+2.6% | $147,117-28.6% | $80,959+29.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 172.68% | 135.16%+37.5pp | 420.54%-247.9pp | 35.67%+137.0pp |
| Employer contribution / active EE | $3,742 | $3,717+0.7% | $4,932-24.1% | $2,757+35.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $671 | $7,953-91.6% | $12,993-94.8% | $6,925-90.3% |