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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 | $144,501 | $69,248+108.7% | $64,101+125.4% | $139,466+3.6% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.19% | 45.95%-35.8pp | 33.72%-23.5pp | 373.66%-363.5pp |
| Employer contribution / active EE | $13,872 | $3,185+335.6% | $2,749+404.7% | $4,754+191.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,302 | $4,247+95.4% | $3,070+170.4% | $11,409-27.2% |