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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 | $234,360 | $82,674+183.5% | $125,381+86.9% | $68,486+242.2% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | 85.46% | -5.97%+91.4pp | 572.31%-486.8pp | -7.85%+93.3pp |
| Employer contribution / active EE | $8,072 | $3,382+138.7% | $4,815+67.6% | $2,597+210.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,466 | $6,277-28.9% | $10,007-55.4% | $5,404-17.4% |