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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 | $64,685 | $85,766-24.6% | $136,298-52.5% | $70,126-7.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 470.55% | 31.46%+439.1pp | 5156.27%-4685.7pp | 73.15%+397.4pp |
| Employer contribution / active EE | $8,615 | $2,966+190.5% | $4,696+83.5% | $2,343+267.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,409 | $5,421-18.7% | $9,244-52.3% | $4,645-5.1% |