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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 | $178,094 | $91,536+94.6% | $130,062+36.9% | $75,177+136.9% |
| Participation rate | 96.2% | 71.5%+24.7pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 25.48% | -631.62%+657.1pp | -137.37%+162.9pp | 160.75%-135.3pp |
| Employer contribution / active EE | $4,146 | $2,845+45.7% | $4,322-4.1% | $2,671+55.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,153 | $6,780-53.5% | $10,601-70.3% | $5,651-44.2% |