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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 | $141,772 | $78,694+80.2% | $67,652+109.6% | $125,389+13.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.68% | 9.46%-7.8pp | 6625.40%-6623.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $15,000 | $3,044+392.8% | $2,266+562.1% | $4,866+208.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $31,215 | $7,403+321.7% | $4,821+547.5% | $9,541+227.2% |