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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 | $32,047 | $106,003-69.8% | $92,236-65.3% | $147,585-78.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.75% | 50.05%-38.3pp | 176.29%-164.5pp | 578.57%-566.8pp |
| Employer contribution / active EE | $23,237 | $4,333+436.3% | $3,679+531.5% | $4,876+376.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,413 | $6,333-46.1% | $5,194-34.3% | $10,885-68.6% |