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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 | $147,610 | $96,691+52.7% | $86,656+70.3% | $139,487+5.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.33% | 106.87%-87.5pp | 593.09%-573.8pp | 373.84%-354.5pp |
| Employer contribution / active EE | $63,909 | $3,267+1856.3% | $3,025+2012.4% | $4,755+1244.1% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $64,141 | $6,414+900.0% | $5,619+1041.6% | $11,407+462.3% |