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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 | $178,365 | $82,678+115.7% | $125,391+42.2% | $68,490+160.4% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 11.55% | -5.97%+17.5pp | 572.41%-560.9pp | -7.85%+19.4pp |
| Employer contribution / active EE | $23,077 | $3,382+582.3% | $4,816+379.2% | $2,597+788.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,304 | $6,277+111.9% | $10,009+32.9% | $5,403+146.2% |