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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 | $141,298 | $99,079+42.6% | $78,002+81.1% | $273,972-48.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.70% | 217.93%-211.2pp | 425.99%-419.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $6,058 | $3,308+83.2% | $2,470+145.3% | $4,869+24.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,848 | $8,954+99.3% | $5,481+225.7% | $10,133+76.1% |