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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 | $191,000 | $105,284+81.4% | $150,734+26.7% | $94,015+103.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 83.30% | 15.67%+67.6pp | 600.81%-517.5pp | 17.84%+65.5pp |
| Employer contribution / active EE | $2,125 | $3,599-41.0% | $4,918-56.8% | $2,790-23.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,126 | $9,839-88.6% | $14,905-92.4% | $8,951-87.4% |