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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 | $65,205 | $105,864-38.4% | $90,162-27.7% | $147,585-55.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 137.12% | 37.63%+99.5pp | 34.88%+102.2pp | 578.57%-441.4pp |
| Employer contribution / active EE | $15,229 | $4,126+269.1% | $3,318+359.0% | $4,876+212.3% |
| Participant deferral / active EE | $10,352 | $5,733+80.6% | $5,287+95.8% | $5,439+90.3% |
| Admin fee / account holder | $1,035 | $8,046-87.1% | $5,943-82.6% | $10,885-90.5% |