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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 | $110,961 | $63,346+75.2% | $92,240+20.3% | $70,126+58.2% |
| Participation rate | 95.6% | 68.7%+26.9pp | 76.5%+19.1pp | 69.5%+26.0pp |
| Annual return | 15.52% | 530.19%-514.7pp | 176.29%-160.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $8,376 | $2,471+239.0% | $3,680+127.6% | $2,343+257.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,171 | $3,841-17.4% | $5,194-39.0% | $4,645-31.7% |