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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 | $153,394 | $78,694+94.9% | $67,652+126.7% | $125,389+22.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.27% | 9.46%-9.2pp | 6625.40%-6625.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $4,680 | $3,044+53.8% | $2,266+106.6% | $4,866-3.8% |
| Participant deferral / active EE | $5,317 | $4,292+23.9% | $3,560+49.4% | $5,352-0.6% |
| Admin fee / account holder | $388 | $7,403-94.8% | $4,821-92.0% | $9,541-95.9% |