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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 | $88,222 | $88,603-0.4% | $69,890+26.2% | $134,545-34.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 45.58% | 442.93%-397.3pp | 190.84%-145.3pp | 418.37%-372.8pp |
| Employer contribution / active EE | $13,731 | $3,236+324.4% | $2,560+436.3% | $4,742+189.6% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,438 | $10,443-57.5% | $6,267-29.2% | $11,431-61.2% |