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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 | $90,334 | $111,878-19.3% | $93,727-3.6% | $145,897-38.1% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 18.35% | 204.28%-185.9pp | 133.83%-115.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $6,360 | $3,092+105.7% | $2,421+162.6% | $4,663+36.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,747 | $10,256+63.3% | $8,292+102.0% | $13,390+25.1% |