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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 | $87,005 | $106,005-17.9% | $92,239-5.7% | $147,585-41.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 34.98% | 50.05%-15.1pp | 176.29%-141.3pp | 578.58%-543.6pp |
| Employer contribution / active EE | $12,180 | $4,333+181.1% | $3,680+231.0% | $4,876+149.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,233 | $6,333-1.6% | $5,194+20.0% | $10,886-42.7% |