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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 | $143,343 | $109,872+30.5% | $98,483+45.6% | $167,536-14.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 34.91% | 1959.31%-1924.4pp | 1494.38%-1459.5pp | 478.82%-443.9pp |
| Employer contribution / active EE | $8,655 | $3,225+168.4% | $2,961+192.3% | $4,839+78.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $656,659 | $6,757+9617.9% | $5,953+10931.3% | $12,315+5232.4% |