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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 | $119,545 | $48,235+147.8% | $68,803+73.8% | $68,490+74.5% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 67.9%+24.6pp |
| Annual return | 124.32% | -12.70%+137.0pp | -6.37%+130.7pp | -7.85%+132.2pp |
| Employer contribution / active EE | $15,408 | $1,829+742.6% | $2,656+480.2% | $2,597+493.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,160 | $4,361+64.2% | $4,936+45.1% | $5,403+32.5% |