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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 | $147,722 | $95,979+53.9% | $74,551+98.2% | $135,380+9.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 12.93% | 56.97%-44.0pp | 32.53%-19.6pp | 519.81%-506.9pp |
| Employer contribution / active EE | $4,256 | $2,716+56.7% | $1,961+117.0% | $4,779-10.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,254 | $6,522-65.4% | $5,059-55.4% | $10,828-79.2% |