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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 | $143,550 | $56,339+154.8% | $104,301+37.6% | $68,486+109.6% |
| Participation rate | 91.7% | 63.3%+28.4pp | 73.3%+18.4pp | 67.9%+23.8pp |
| Annual return | 102.87% | -9.19%+112.1pp | 24.61%+78.3pp | -7.85%+110.7pp |
| Employer contribution / active EE | $6,154 | $1,960+214.0% | $3,373+82.5% | $2,597+137.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,527 | $4,902-28.0% | $7,340-51.9% | $5,404-34.7% |