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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 | $68,515 | $96,731-29.2% | $123,973-44.7% | $86,983-21.2% |
| Participation rate | 96.4% | 70.0%+26.4pp | 76.7%+19.8pp | 69.5%+26.9pp |
| Annual return | 132.64% | 17.33%+115.3pp | 388.13%-255.5pp | 25.83%+106.8pp |
| Employer contribution / active EE | $14,207 | $3,297+330.9% | $4,126+244.3% | $2,584+449.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $631,031 | $8,722+7134.8% | $11,799+5248.2% | $7,856+7932.6% |