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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 | $181,461 | $61,815+193.6% | $97,295+86.5% | $80,959+124.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 108.89% | -558.73%+667.6pp | 75.62%+33.3pp | 35.67%+73.2pp |
| Employer contribution / active EE | $2,224 | $1,836+21.1% | $2,723-18.3% | $2,757-19.4% |
| Participant deferral / active EE | $2,882 | $3,027-4.8% | $4,264-32.4% | $4,300-33.0% |
| Admin fee / account holder | $1,479 | $5,166-71.4% | $5,646-73.8% | $6,925-78.6% |