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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 | $114,821 | $73,518+56.2% | $63,003+82.2% | $147,585-22.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 9.90% | 175.46%-165.6pp | 87.59%-77.7pp | 578.57%-568.7pp |
| Employer contribution / active EE | $4,158 | $3,322+25.2% | $2,760+50.6% | $4,876-14.7% |
| Participant deferral / active EE | $2,918 | $4,183-30.2% | $3,329-12.3% | $5,439-46.3% |
| Admin fee / account holder | $22,388 | $5,952+276.1% | $3,600+521.9% | $10,885+105.7% |