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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 | $190,525 | $57,330+232.3% | $86,656+119.9% | $75,177+153.4% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 15.78% | 2675.40%-2659.6pp | 593.09%-577.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $4,074 | $2,316+75.9% | $3,025+34.7% | $2,671+52.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,239 | $4,115-45.6% | $5,619-60.2% | $5,651-60.4% |