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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 | $171,075 | $48,274+254.4% | $63,244+170.5% | $59,633+186.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 1.62% | -240.79%+242.4pp | -70.31%+71.9pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $6,643 | $1,586+318.8% | $2,322+186.1% | $2,203+201.6% |
| Participant deferral / active EE | $4,973 | $2,343+112.3% | $2,953+68.4% | $3,192+55.8% |
| Admin fee / account holder | $9,631 | $3,600+167.5% | $5,893+63.4% | $4,297+124.1% |