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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 | $158,962 | $76,785+107.0% | $56,441+181.6% | $145,959+8.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 3000.51%-2991.0pp | 1704.21%-1694.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,405 | $1,381+74.2% | $1,039+131.5% | $4,661-48.4% |
| Participant deferral / active EE | $28,924 | $2,624+1002.4% | $1,953+1381.1% | $6,689+332.4% |
| Admin fee / account holder | $1,557 | $3,334-53.3% | $2,829-45.0% | $13,398-88.4% |