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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 | $78,141 | $27,924+179.8% | $58,544+33.5% | $75,181+3.9% |
| Participation rate | 83.3% | 38.8%+44.5pp | 50.9%+32.5pp | 67.2%+16.1pp |
| Annual return | 15.66% | 44.20%-28.5pp | 4249.56%-4233.9pp | 160.69%-145.0pp |
| Employer contribution / active EE | $7,315 | $669+993.2% | $1,053+594.6% | $2,671+173.9% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,623 | $1,726+51.9% | $2,520+4.1% | $5,650-53.6% |