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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 | $79,181+81.3% | $102,423+40.2% | $74,429+92.9% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 22.01% | 54.97%-33.0pp | 29.42%-7.4pp | 1368.38%-1346.4pp |
| Employer contribution / active EE | $13,653 | $2,362+478.1% | $3,023+351.7% | $2,625+420.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6,036 | $2,002+201.5% | $9,455-36.2% | $1,944+210.5% |