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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 | $185,492 | $91,536+102.6% | $130,062+42.6% | $75,177+146.7% |
| Participation rate | 98.2% | 71.5%+26.7pp | 78.5%+19.7pp | 67.2%+31.0pp |
| Annual return | 38.86% | -631.62%+670.5pp | -137.37%+176.2pp | 160.75%-121.9pp |
| Employer contribution / active EE | $1,485 | $2,845-47.8% | $4,322-65.6% | $2,671-44.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $994 | $6,780-85.3% | $10,601-90.6% | $5,651-82.4% |