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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 | $20,549 | $53,128-61.3% | $86,582-76.3% | $70,126-70.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 368.78% | 27.66%+341.1pp | 965.08%-596.3pp | 73.15%+295.6pp |
| Employer contribution / active EE | $13,484 | $2,068+552.0% | $2,839+374.9% | $2,343+475.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,186 | $3,584+16.8% | $4,904-14.6% | $4,645-9.9% |