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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 | $172,498 | $91,536+88.4% | $130,062+32.6% | $75,177+129.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.01% | -631.62%+651.6pp | -137.37%+157.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $18,771 | $2,845+559.8% | $4,322+334.3% | $2,671+602.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,091 | $6,780-69.2% | $10,601-80.3% | $5,651-63.0% |