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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 | $164,903 | $91,536+80.2% | $130,062+26.8% | $75,177+119.4% |
| Participation rate | 96.0% | 71.5%+24.5pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 14.26% | -631.62%+645.9pp | -137.37%+151.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,785 | $4,343+56.2% | $5,821+16.6% | $4,126+64.4% |
| Admin fee / account holder | $14,042 | $6,780+107.1% | $10,601+32.5% | $5,651+148.5% |