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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 | $142,841 | $96,643+47.8% | $86,617+64.9% | $139,456+2.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.27% | 106.57%-95.3pp | 591.91%-580.6pp | 373.45%-362.2pp |
| Employer contribution / active EE | $3,089 | $3,264-5.4% | $3,023+2.2% | $4,753-35.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $73,500 | $6,406+1047.3% | $5,613+1209.5% | $11,407+544.3% |