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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 | $143,150 | $68,097+110.2% | $62,929+127.5% | $137,256+4.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.31% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,669 | $4,553+68.4% | $3,888+97.2% | $6,407+19.7% |
| Admin fee / account holder | $14,529 | $6,521+122.8% | $5,065+186.9% | $12,270+18.4% |