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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 | $140,789 | $106,549+32.1% | $91,225+54.3% | $134,509+4.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 59.92% | 160.73%-100.8pp | 114.10%-54.2pp | 418.13%-358.2pp |
| Employer contribution / active EE | $750 | $3,331-77.5% | $2,851-73.7% | $4,741-84.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $37,500 | $6,234+501.6% | $5,422+591.6% | $11,427+228.2% |