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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 | $73,848+82.4% | $143,799-6.4% | $68,486+96.6% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | 127.62% | 0.91%+126.7pp | -0.04%+127.7pp | -7.85%+135.5pp |
| Employer contribution / active EE | $11,707 | $3,184+267.6% | $4,952+136.4% | $2,597+350.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,644 | $5,755-71.4% | $14,677-88.8% | $5,404-69.6% |