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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 | $47,143 | $92,219-48.9% | $76,767-38.6% | $135,380-65.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 136.87% | 5.46%+131.4pp | 2.43%+134.4pp | 519.81%-382.9pp |
| Employer contribution / active EE | $13,548 | $3,216+321.3% | $2,485+445.1% | $4,779+183.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,484 | $10,749-30.4% | $6,675+12.1% | $10,828-30.9% |