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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 | $115,008 | $106,008+8.5% | $92,240+24.7% | $147,586-22.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.34% | 50.05%-36.7pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $29,641 | $4,333+584.0% | $3,680+705.5% | $4,876+507.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,258 | $6,333+330.4% | $5,194+424.8% | $10,886+150.4% |