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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 | $86,081 | $73,546+17.0% | $63,018+36.6% | $147,586-41.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.8%+20.2pp | 82.8%+12.2pp |
| Annual return | 9.00% | 175.56%-166.6pp | 87.62%-78.6pp | 578.59%-569.6pp |
| Employer contribution / active EE | $4,440 | $3,324+33.6% | $2,761+60.8% | $4,876-9.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,087 | $5,956+19.0% | $3,601+96.8% | $10,886-34.9% |