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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 | $63,228 | $106,008-40.4% | $92,240-31.5% | $147,586-57.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.05% | 50.05%-39.0pp | 176.29%-165.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $16,218 | $4,333+274.2% | $3,680+340.7% | $4,876+232.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,807 | $6,333+54.9% | $5,194+88.8% | $10,886-9.9% |