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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 | $139,143 | $155,840-10.7% | $124,694+11.6% | $167,553-17.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.32% | 17.98%+4.3pp | 5144.82%-5122.5pp | 478.89%-456.6pp |
| Employer contribution / active EE | $3,534 | $4,165-15.2% | $3,325+6.3% | $4,840-27.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $70,700 | $9,536+641.4% | $7,495+843.3% | $12,316+474.0% |