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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 | $47,479+243.7% | $62,929+159.3% | $82,448+97.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 116.44% | 20.34%+96.1pp | 1063.93%-947.5pp | 41.64%+74.8pp |
| Employer contribution / active EE | $3,594 | $1,885+90.6% | $2,505+43.5% | $2,551+40.9% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,024 | $3,804-46.8% | $5,065-60.0% | $7,234-72.0% |