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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 | $203,770 | $63,354+221.6% | $94,105+116.5% | $82,637+146.6% |
| Participation rate | 91.0% | 63.8%+27.2pp | 71.9%+19.1pp | 68.1%+23.0pp |
| Annual return | 0.00% | 34.36%-34.4pp | 204.55%-204.6pp | 53.51%-53.5pp |
| Employer contribution / active EE | $24,612 | $1,760+1298.7% | $2,504+882.7% | $2,552+864.4% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,668 | $5,073+31.5% | $6,199+7.6% | $7,339-9.1% |