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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 | $137,869 | $48,274+185.6% | $63,244+118.0% | $59,633+131.2% |
| Participation rate | 95.8% | 66.3%+29.5pp | 71.0%+24.8pp | 68.7%+27.2pp |
| Annual return | 42.45% | -240.79%+283.2pp | -70.31%+112.8pp | 2041.45%-1999.0pp |
| Employer contribution / active EE | $5,937 | $1,586+274.3% | $2,322+155.7% | $2,203+169.6% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,638 | $3,600+139.9% | $5,893+46.6% | $4,297+101.0% |