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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 | $46,403 | $85,766-45.9% | $136,298-66.0% | $70,126-33.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 152.15% | 31.46%+120.7pp | 5156.27%-5004.1pp | 73.15%+79.0pp |
| Employer contribution / active EE | $21,175 | $2,966+613.9% | $4,696+351.0% | $2,343+803.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $479 | $5,421-91.2% | $9,244-94.8% | $4,645-89.7% |