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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 | $25,696 | $138,076-81.4% | $123,553-79.2% | $135,380-81.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 369.81% | 153.70%+216.1pp | 119.21%+250.6pp | 519.81%-150.0pp |
| Employer contribution / active EE | $10,257 | $5,152+99.1% | $4,628+121.6% | $4,779+114.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $322 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |