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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 | $128,632 | $63,346+103.1% | $92,240+39.5% | $70,126+83.4% |
| Participation rate | 82.5% | 68.7%+13.9pp | 76.5%+6.1pp | 69.5%+13.0pp |
| Annual return | 13.90% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $8,574 | $2,471+246.9% | $3,680+133.0% | $2,343+266.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $661 | $3,841-82.8% | $5,194-87.3% | $4,645-85.8% |