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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 | $152,856 | $70,121+118.0% | $63,803+139.6% | $138,895+10.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.53% | 946.48%-931.9pp | 543.72%-529.2pp | 145.39%-130.9pp |
| Employer contribution / active EE | $22,735 | $2,882+688.8% | $2,532+797.8% | $4,194+442.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,022 | $6,738+4.2% | $5,196+35.1% | $12,562-44.1% |