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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 | $82,506 | $85,766-3.8% | $136,298-39.5% | $70,126+17.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 127.44% | 31.46%+96.0pp | 5156.27%-5028.8pp | 73.15%+54.3pp |
| Employer contribution / active EE | $18,888 | $2,966+536.8% | $4,696+302.2% | $2,343+706.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $603 | $5,421-88.9% | $9,244-93.5% | $4,645-87.0% |