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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 | $68,600 | $57,352+19.6% | $83,831-18.2% | $64,173+6.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 345.96% | 11.38%+334.6pp | 850.99%-505.0pp | 7.63%+338.3pp |
| Employer contribution / active EE | $17,143 | $2,546+573.5% | $3,631+372.1% | $2,381+620.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,358 | $4,046-41.7% | $5,479-57.0% | $4,887-51.7% |