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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 | $129,785 | $81,643+59.0% | $70,462+84.2% | $158,950-18.3% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.2pp | 82.0%+10.3pp |
| Annual return | 20.66% | 208.51%-187.9pp | 109.08%-88.4pp | 302.91%-282.3pp |
| Employer contribution / active EE | $8,488 | $3,218+163.8% | $2,737+210.1% | $4,762+78.3% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,255 | $6,194-47.4% | $3,845-15.4% | $11,248-71.1% |