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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 | $79,550 | $63,342+25.6% | $92,236-13.8% | $70,131+13.4% |
| Participation rate | 88.2% | 68.7%+19.6pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 13.11% | 530.15%-517.0pp | 176.29%-163.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $11,431 | $2,471+362.6% | $3,679+210.7% | $2,342+388.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $840 | $3,840-78.1% | $5,194-83.8% | $4,645-81.9% |