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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 | $37,971 | $85,766-55.7% | $136,298-72.1% | $70,126-45.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 91.85% | 31.46%+60.4pp | 5156.27%-5064.4pp | 73.15%+18.7pp |
| Employer contribution / active EE | $6,742 | $2,966+127.3% | $4,696+43.6% | $2,343+187.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $494 | $5,421-90.9% | $9,244-94.7% | $4,645-89.4% |