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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 | $108,206 | $64,729+67.2% | $112,263-3.6% | $68,490+58.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 144.53% | -11.40%+155.9pp | 27.49%+117.0pp | -7.85%+152.4pp |
| Employer contribution / active EE | $19,370 | $2,746+605.4% | $3,636+432.7% | $2,597+646.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,133 | $5,222+189.8% | $6,410+136.1% | $5,403+180.1% |