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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 | $152,925 | $96,123+59.1% | $77,361+97.7% | $198,609-23.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 5.68% | 2054.81%-2049.1pp | 1011.54%-1005.9pp | 202.70%-197.0pp |
| Employer contribution / active EE | $22,109 | $3,791+483.2% | $2,990+639.4% | $5,055+337.3% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $120,940 | $9,471+1177.0% | $5,894+1952.1% | $19,030+535.5% |