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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 | $243,333 | $64,729+275.9% | $112,263+116.8% | $68,490+255.3% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | 90.53% | -11.40%+101.9pp | 27.49%+63.0pp | -7.85%+98.4pp |
| Employer contribution / active EE | $11,383 | $2,746+314.5% | $3,636+213.1% | $2,597+338.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,591 | $5,222-31.2% | $6,410-44.0% | $5,403-33.5% |