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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 | $164,597 | $76,522+115.1% | $56,033+193.7% | $145,884+12.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 3014.28%-2999.4pp | 1711.38%-1696.5pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,893 | $2,624+48.4% | $1,954+99.2% | $6,690-41.8% |
| Admin fee / account holder | $752 | $3,328-77.4% | $2,827-73.4% | $13,392-94.4% |