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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 | $109,369 | $105,866+3.3% | $90,766+20.5% | $134,545-18.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 46.01% | -10.99%+57.0pp | -12.16%+58.2pp | 418.37%-372.4pp |
| Employer contribution / active EE | $5,870 | $3,464+69.5% | $2,922+100.9% | $4,742+23.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,732 | $13,938+77.5% | $8,446+192.8% | $11,431+116.4% |