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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 | $162,698 | $99,079+64.2% | $78,002+108.6% | $273,968-40.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.32% | 217.93%-214.6pp | 425.99%-422.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $5,572 | $3,308+68.4% | $2,470+125.6% | $4,869+14.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,556 | $8,954-38.0% | $5,481+1.4% | $10,132-45.2% |