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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 | $178,263 | $95,979+85.7% | $74,551+139.1% | $135,380+31.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.08% | 56.97%-53.9pp | 32.53%-29.4pp | 519.81%-516.7pp |
| Employer contribution / active EE | $1,320 | $2,716-51.4% | $1,961-32.7% | $4,779-72.4% |
| Participant deferral / active EE | $14,850 | $3,844+286.3% | $3,108+377.8% | $5,609+164.8% |
| Admin fee / account holder | $100,196 | $6,522+1436.2% | $5,059+1880.5% | $10,828+825.3% |