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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 | $134,517 | $63,703+111.2% | $93,063+44.5% | $82,448+63.2% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.3pp | 68.1%+28.4pp |
| Annual return | 30.16% | -775.43%+805.6pp | 34.15%-4.0pp | 41.64%-11.5pp |
| Employer contribution / active EE | $15,817 | $1,729+815.0% | $2,476+538.8% | $2,551+520.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,033 | $5,982+168.0% | $6,033+165.7% | $7,234+121.6% |