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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 | $190,652 | $91,536+108.3% | $130,062+46.6% | $75,177+153.6% |
| Participation rate | 95.1% | 71.5%+23.6pp | 78.5%+16.6pp | 67.2%+27.9pp |
| Annual return | 17.27% | -631.62%+648.9pp | -137.37%+154.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $15,037 | $2,845+428.6% | $4,322+247.9% | $2,671+463.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,122 | $6,780+152.6% | $10,601+61.5% | $5,651+203.0% |