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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 | $101,383 | $106,008-4.4% | $92,240+9.9% | $147,586-31.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.50% | 50.05%-33.6pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $10,681 | $4,333+146.5% | $3,680+190.3% | $4,876+119.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,199 | $6,333+187.4% | $5,194+250.4% | $10,886+67.2% |