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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 | $98,130 | $56,197+74.6% | $67,652+45.1% | $59,633+64.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.07% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $8,207 | $1,615+408.3% | $2,266+262.3% | $2,203+272.6% |
| Participant deferral / active EE | $9,651 | $2,844+239.4% | $3,560+171.1% | $3,192+202.4% |
| Admin fee / account holder | $4,751 | $3,958+20.0% | $4,821-1.5% | $4,297+10.6% |