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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 | $76,634+103.1% | $56,054+177.7% | $145,978+6.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 3004.33%-2987.0pp | 1705.95%-1688.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $7,987 | $1,380+478.7% | $1,039+668.7% | $4,662+71.3% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,234 | $3,321-32.7% | $2,822-20.8% | $13,400-83.3% |