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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 | $161,877 | $93,589+73.0% | $135,942+19.1% | $75,181+115.3% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $29,412 | $3,537+731.5% | $4,858+505.5% | $2,671+1001.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,508 | $6,977+208.3% | $10,764+99.8% | $5,650+280.7% |