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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 | $98,293 | $72,404+35.8% | $110,243-10.8% | $64,173+53.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 104.48% | -6.29%+110.8pp | 314.76%-210.3pp | 7.63%+96.8pp |
| Employer contribution / active EE | $28,096 | $2,282+1131.4% | $3,827+634.2% | $2,381+1080.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,661 | $5,664-53.0% | $8,548-68.9% | $4,887-45.6% |