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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 | $192,466 | $52,519+266.5% | $155,789+23.5% | $59,633+222.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 1.48% | 53.51%-52.0pp | 71.54%-70.1pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $12,108 | $1,589+661.9% | $3,839+215.4% | $2,203+449.7% |
| Participant deferral / active EE | $7,286 | $3,084+136.2% | $4,798+51.9% | $3,192+128.3% |
| Admin fee / account holder | $2,743 | $3,540-22.5% | $7,477-63.3% | $4,297-36.2% |