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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 | $105,118 | $39,798+164.1% | $67,704+55.3% | $59,633+76.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 50.82% | 89.94%-39.1pp | 25.41%+25.4pp | 2041.45%-1990.6pp |
| Employer contribution / active EE | $8,249 | $1,393+492.2% | $2,559+222.3% | $2,203+274.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,990 | $3,212-38.0% | $4,255-53.2% | $4,297-53.7% |