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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 | $134,667 | $73,839+82.4% | $143,788-6.3% | $68,495+96.6% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | 127.62% | 1.01%+126.6pp | -0.03%+127.7pp | -7.84%+135.5pp |
| Employer contribution / active EE | $11,707 | $3,184+267.7% | $4,952+136.4% | $2,596+350.9% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,644 | $5,755-71.4% | $14,675-88.8% | $5,403-69.6% |