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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 | $143,590 | $79,184+81.3% | $102,438+40.2% | $74,546+92.6% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 22.01% | 54.95%-32.9pp | 29.37%-7.4pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $13,653 | $2,362+478.1% | $3,024+351.6% | $2,624+420.3% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6,036 | $2,001+201.6% | $9,448-36.1% | $1,944+210.6% |