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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 | $110,159 | $99,994+10.2% | $146,647-24.9% | $85,851+28.3% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 127.47% | 18.93%+108.5pp | 22.75%+104.7pp | 318.63%-191.2pp |
| Employer contribution / active EE | $3,590 | $2,559+40.3% | $4,137-13.2% | $2,565+39.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,052 | $7,703-86.3% | $10,281-89.8% | $6,261-83.2% |