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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 | $100,507 | $99,994+0.5% | $146,647-31.5% | $85,851+17.1% |
| Participation rate | 97.2% | 73.1%+24.2pp | 80.1%+17.1pp | 69.3%+27.9pp |
| Annual return | 100.72% | 18.93%+81.8pp | 22.75%+78.0pp | 318.63%-217.9pp |
| Employer contribution / active EE | $16,160 | $2,559+531.5% | $4,137+290.6% | $2,565+529.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,979 | $7,703-22.4% | $10,281-41.8% | $6,261-4.5% |