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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 | $69,774+118.0% | $67,561+125.2% | $74,429+104.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.14% | -40.53%+55.7pp | 3525.44%-3510.3pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $2,471 | $2,710-8.8% | $2,735-9.6% | $2,625-5.8% |
| Participant deferral / active EE | $6,528 | $3,636+79.5% | $4,003+63.1% | $4,348+50.1% |
| Admin fee / account holder | $13,207 | $890+1384.4% | $4,006+229.7% | $1,944+579.3% |