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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 | $93,377 | $91,537+2.0% | $130,045-28.2% | $75,173+24.2% |
| Participation rate | 98.0% | 71.5%+26.6pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | 12.94% | -631.55%+644.5pp | -137.30%+150.2pp | 160.72%-147.8pp |
| Employer contribution / active EE | $5,644 | $2,845+98.4% | $4,321+30.6% | $2,671+111.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,395 | $6,780+171.3% | $10,600+73.5% | $5,651+225.5% |