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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 | $152,360 | $73,988+105.9% | $96,538+57.8% | $75,177+102.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 99.11% | 26.73%+72.4pp | 35.74%+63.4pp | 160.75%-61.6pp |
| Employer contribution / active EE | $8,096 | $2,930+176.3% | $3,740+116.4% | $2,671+203.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,900 | $5,220-44.4% | $6,737-57.0% | $5,651-48.7% |