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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 | $233,939 | $49,199+375.5% | $121,204+93.0% | $75,173+211.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 81.94% | 56.04%+25.9pp | 987.18%-905.2pp | 160.72%-78.8pp |
| Employer contribution / active EE | $8,831 | $1,547+470.7% | $4,170+111.8% | $2,671+230.6% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,293 | $3,946+8.8% | $5,651-24.0% | $5,651-24.0% |