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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 | $171,359 | $96,691+77.2% | $86,656+97.7% | $139,487+22.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 18.38% | 106.87%-88.5pp | 593.09%-574.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $4,643 | $3,267+42.1% | $3,025+53.5% | $4,755-2.4% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $993 | $6,414-84.5% | $5,619-82.3% | $11,407-91.3% |