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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 | $33,368 | $102,422-67.4% | $147,117-77.3% | $80,959-58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 312.89% | 135.16%+177.7pp | 420.54%-107.6pp | 35.67%+277.2pp |
| Employer contribution / active EE | $13,072 | $3,717+251.6% | $4,932+165.0% | $2,757+374.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,830 | $7,953+86.5% | $12,993+14.1% | $6,925+114.1% |