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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 | $177,686 | $46,689+280.6% | $117,490+51.2% | $68,498+159.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | 545.54% | -14.52%+560.1pp | 29.75%+515.8pp | -7.84%+553.4pp |
| Employer contribution / active EE | $20,546 | $1,505+1265.1% | $4,177+391.9% | $2,596+691.3% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,071-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,776 | $4,021-31.0% | $5,646-50.8% | $5,403-48.6% |