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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 | $155,675 | $76,608+103.2% | $56,077+177.6% | $145,877+6.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 3009.59%-2992.3pp | 1709.28%-1692.0pp | 551.28%-534.0pp |
| Employer contribution / active EE | $7,987 | $1,382+478.1% | $1,040+667.7% | $4,663+71.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,234 | $3,325-32.8% | $2,825-20.9% | $13,402-83.3% |