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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 | $206,338 | $108,701+89.8% | $74,723+176.1% | $152,909+34.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 2.11% | 114.12%-112.0pp | 753.18%-751.1pp | 345.46%-343.3pp |
| Employer contribution / active EE | $2,083 | $1,504+38.5% | $1,084+92.2% | $4,764-56.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,326 | $4,906+49.3% | $3,335+119.7% | $11,601-36.9% |