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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 | $76,519+103.4% | $56,025+177.9% | $145,897+6.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 3017.03%-2999.7pp | 1712.69%-1695.4pp | 552.29%-535.0pp |
| Employer contribution / active EE | $7,987 | $1,383+477.4% | $1,042+666.8% | $4,663+71.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,234 | $3,331-32.9% | $2,828-21.0% | $13,390-83.3% |