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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 | $69,745+118.1% | $67,511+125.4% | $74,546+104.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.14% | -40.37%+55.5pp | 3517.41%-3502.3pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,471 | $2,705-8.6% | $2,733-9.6% | $2,624-5.8% |
| Participant deferral / active EE | $6,528 | $3,636+79.5% | $4,000+63.2% | $4,347+50.2% |
| Admin fee / account holder | $13,207 | $894+1377.3% | $3,999+230.3% | $1,944+579.5% |