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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 | $92,888 | $154,209-39.8% | $130,062-28.6% | $139,487-33.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 76.53% | 32.52%+44.0pp | -137.37%+213.9pp | 373.84%-297.3pp |
| Employer contribution / active EE | $14,321 | $5,292+170.6% | $4,322+231.3% | $4,755+201.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,121 | $13,988-70.5% | $10,601-61.1% | $11,407-63.9% |