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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 | $63,183 | $110,830-43.0% | $86,625-27.1% | $167,553-62.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 78.66% | 116.99%-38.3pp | 63.52%+15.1pp | 478.89%-400.2pp |
| Employer contribution / active EE | $15,009 | $3,245+362.5% | $2,496+501.3% | $4,840+210.1% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,633 | $8,420-33.1% | $5,830-3.4% | $12,316-54.3% |