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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 | $76,634+114.8% | $56,054+193.6% | $145,978+12.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 3004.33%-2989.4pp | 1705.95%-1691.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,893 | $2,622+48.4% | $1,952+99.4% | $6,690-41.8% |
| Admin fee / account holder | $752 | $3,321-77.3% | $2,822-73.3% | $13,400-94.4% |