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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 | $143,588 | $85,766+67.4% | $136,298+5.3% | $70,126+104.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 62.54% | 31.46%+31.1pp | 5156.27%-5093.7pp | 73.15%-10.6pp |
| Employer contribution / active EE | $19,264 | $2,966+549.5% | $4,696+310.3% | $2,343+722.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,926 | $5,421+120.0% | $9,244+29.0% | $4,645+156.7% |