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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 | $101,785 | $58,241+74.8% | $81,780+24.5% | $80,911+25.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 18.11% | 41.73%-23.6pp | 776.27%-758.2pp | 35.63%-17.5pp |
| Employer contribution / active EE | $7,175 | $2,343+206.2% | $2,914+146.2% | $2,756+160.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,030 | $4,973+41.4% | $7,384-4.8% | $6,935+1.4% |