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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 | $200,941 | $99,079+102.8% | $78,002+157.6% | $273,972-26.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.85% | 217.93%-215.1pp | 425.99%-423.1pp | 41.46%-38.6pp |
| Employer contribution / active EE | $5,191 | $3,308+56.9% | $2,470+110.1% | $4,869+6.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,818 | $8,954-46.2% | $5,481-12.1% | $10,133-52.5% |