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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 | $30,810 | $105,960-70.9% | $81,726-62.3% | $158,982-80.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 184.94% | 38.19%+146.7pp | 29.49%+155.4pp | 302.99%-118.1pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,699 | $13,011-86.9% | $7,108-76.1% | $5,983-71.6% |
| Admin fee / account holder | $158,559 | $8,494+1766.6% | $5,160+2972.8% | $11,252+1309.2% |