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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 | $74,869 | $57,312+30.6% | $86,617-13.6% | $75,181-0.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.40% | 2672.78%-2649.4pp | 591.91%-568.5pp | 160.69%-137.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,325 | $3,319-60.1% | $4,437-70.1% | $4,126-67.9% |
| Admin fee / account holder | $22,020 | $4,114+435.2% | $5,613+292.3% | $5,650+289.7% |