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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 | $90,530+55.1% | $76,030+84.7% | $145,897-3.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.22% | 625.08%-613.9pp | 361.54%-350.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $10,297 | $3,319+210.2% | $2,688+283.1% | $4,663+120.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,348 | $8,383+11.5% | $6,421+45.6% | $13,390-30.2% |