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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 | $95,362 | $77,157+23.6% | $108,405-12.0% | $85,847+11.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.78% | 44.55%-28.8pp | 905.55%-889.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $19,868 | $2,379+735.0% | $3,559+458.3% | $2,565+674.5% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,205 | $5,174+0.6% | $7,297-28.7% | $6,261-16.9% |