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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 | $146,167 | $39,798+267.3% | $67,704+115.9% | $59,633+145.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 4.15% | 89.94%-85.8pp | 25.41%-21.3pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $7,812 | $1,393+460.8% | $2,559+205.2% | $2,203+254.7% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,479 | $3,212+226.3% | $4,255+146.3% | $4,297+143.9% |