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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 | $83,001 | $51,202+62.1% | $70,548+17.7% | $75,181+10.4% |
| Participation rate | 89.7% | 61.0%+28.7pp | 68.3%+21.3pp | 67.2%+22.5pp |
| Annual return | 103.85% | 30.05%+73.8pp | 32.78%+71.1pp | 160.69%-56.8pp |
| Employer contribution / active EE | $1,770 | $1,827-3.1% | $2,975-40.5% | $2,671-33.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $129,736 | $4,094+3069.0% | $6,424+1919.7% | $5,650+2196.3% |