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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 | $203,150 | $77,145+163.3% | $108,410+87.4% | $85,856+136.6% |
| Participation rate | 96.2% | 74.7%+21.5pp | 80.1%+16.0pp | 69.3%+26.8pp |
| Annual return | 15.79% | 44.54%-28.7pp | 905.34%-889.5pp | 318.58%-302.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,164 | $5,566+46.7% | $6,562+24.4% | $3,952+106.6% |
| Admin fee / account holder | $111,719 | $5,172+2060.1% | $7,296+1431.3% | $6,261+1684.5% |