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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 | $140,454 | $90,614+55.0% | $76,089+84.6% | $145,877-3.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.22% | 623.80%-612.6pp | 360.94%-349.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,297 | $3,324+209.7% | $2,690+282.8% | $4,663+120.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,348 | $8,376+11.6% | $6,418+45.7% | $13,402-30.3% |