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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 | $144,010 | $69,774+106.4% | $67,561+113.2% | $74,429+93.5% |
| Participation rate | 94.3% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.0pp |
| Annual return | 13.82% | -40.53%+54.3pp | 3525.44%-3511.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $4,169 | $2,710+53.8% | $2,735+52.5% | $2,625+58.8% |
| Participant deferral / active EE | $5,650 | $3,636+55.4% | $4,003+41.2% | $4,348+29.9% |
| Admin fee / account holder | $4,939 | $890+455.1% | $4,006+23.3% | $1,944+154.0% |