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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 | $62,859 | $49,199+27.8% | $121,204-48.1% | $75,173-16.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 155.05% | 56.04%+99.0pp | 987.18%-832.1pp | 160.72%-5.7pp |
| Employer contribution / active EE | $12,277 | $1,547+693.5% | $4,170+194.4% | $2,671+359.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,067 | $3,946-73.0% | $5,651-81.1% | $5,651-81.1% |