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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 | $96,229 | $63,346+51.9% | $92,240+4.3% | $70,126+37.2% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 17.28% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $11,168 | $2,471+351.9% | $3,680+203.5% | $2,343+376.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,343 | $3,841+39.1% | $5,194+2.9% | $4,645+15.0% |