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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 | $85,406 | $96,123-11.1% | $77,361+10.4% | $198,609-57.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 10.56% | 2054.81%-2044.2pp | 1011.54%-1001.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $8,483 | $3,791+123.8% | $2,990+183.7% | $5,055+67.8% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,834 | $9,471-6.7% | $5,894+49.9% | $19,030-53.6% |