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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 | $159,372 | $91,525+74.1% | $130,026+22.6% | $75,181+112.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 35.12% | -631.40%+666.5pp | -137.26%+172.4pp | 160.69%-125.6pp |
| Employer contribution / active EE | $7,831 | $2,844+175.4% | $4,321+81.2% | $2,671+193.2% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,684 | $6,778-16.1% | $10,608-46.4% | $5,650+0.6% |