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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 | $87,518 | $82,678+5.9% | $125,391-30.2% | $68,490+27.8% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | 97.41% | -5.97%+103.4pp | 572.41%-475.0pp | -7.85%+105.3pp |
| Employer contribution / active EE | $27,915 | $3,382+725.4% | $4,816+479.7% | $2,597+975.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,030 | $6,277+59.8% | $10,009+0.2% | $5,403+85.6% |