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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 | $152,137 | $69,708+118.2% | $67,560+125.2% | $74,478+104.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.14% | -40.67%+55.8pp | 3533.50%-3518.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,471 | $2,715-9.0% | $2,737-9.7% | $2,626-5.9% |
| Participant deferral / active EE | $6,528 | $3,637+79.5% | $4,004+63.0% | $4,350+50.1% |
| Admin fee / account holder | $13,207 | $887+1388.8% | $3,994+230.7% | $1,946+578.8% |