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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 | $129,894 | $81,696+59.0% | $70,494+84.3% | $158,982-18.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 8.61% | 208.70%-200.1pp | 109.16%-100.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $11,263 | $3,220+249.8% | $2,738+311.3% | $4,763+136.5% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,458 | $6,200-76.5% | $3,848-62.1% | $11,252-87.0% |