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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 | $137,725 | $105,200+30.9% | $159,474-13.6% | $85,847+60.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 33.44% | 45.08%-11.6pp | 263.68%-230.2pp | 318.61%-285.2pp |
| Employer contribution / active EE | $35,256 | $3,319+962.3% | $4,831+629.8% | $2,565+1274.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,685 | $6,934+111.8% | $10,802+35.9% | $6,261+134.6% |