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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 | $93,158 | $65,703+41.8% | $94,224-1.1% | $59,632+56.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 78.48% | 5.22%+73.3pp | 10.68%+67.8pp | 2041.32%-1962.8pp |
| Employer contribution / active EE | $10,730 | $2,021+431.0% | $3,587+199.2% | $2,203+387.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,294 | $4,264+0.7% | $6,269-31.5% | $4,297-0.1% |