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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 | $239,405 | $118,708+101.7% | $98,920+142.0% | $158,982+50.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $17,181 | $3,334+415.3% | $2,689+538.8% | $4,763+260.7% |
| Participant deferral / active EE | $14,909 | $5,089+192.9% | $4,245+251.2% | $5,983+149.2% |
| Admin fee / account holder | $889 | $10,134-91.2% | $6,643-86.6% | $11,252-92.1% |