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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 | $240,861 | $98,240+145.2% | $82,312+192.6% | $147,586+63.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 90.15% | 30.85%+59.3pp | 25.88%+64.3pp | 578.59%-488.4pp |
| Employer contribution / active EE | $2,194 | $3,192-31.3% | $2,428-9.7% | $4,876-55.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,600 | $8,563-81.3% | $5,608-71.5% | $10,886-85.3% |