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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 | $143,332 | $91,538+56.6% | $130,014+10.2% | $75,173+90.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.92% | -631.11%+649.0pp | -137.22%+155.1pp | 160.65%-142.7pp |
| Employer contribution / active EE | $23,457 | $2,845+724.4% | $4,320+442.9% | $2,670+778.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,013 | $6,790+47.5% | $10,616-5.7% | $5,651+77.2% |