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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 | $163,165 | $50,554+222.8% | $67,681+141.1% | $87,485+86.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 116.44% | 17.81%+98.6pp | 590.58%-474.1pp | 26.06%+90.4pp |
| Employer contribution / active EE | $3,594 | $1,988+80.7% | $2,678+34.2% | $2,596+38.4% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,024 | $4,132-51.0% | $6,100-66.8% | $7,775-74.0% |