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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 | $61,015 | $102,382-40.4% | $147,005-58.5% | $80,874-24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 100.10% | 134.89%-34.8pp | 418.76%-318.7pp | 35.62%+64.5pp |
| Employer contribution / active EE | $28,573 | $3,715+669.2% | $4,934+479.1% | $2,756+936.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $32,658 | $7,942+311.2% | $13,006+151.1% | $6,935+370.9% |