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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 | $123,046 | $99,652+23.5% | $78,778+56.2% | $147,586-16.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 10.07% | 47.28%-37.2pp | 35.62%-25.6pp | 578.59%-568.5pp |
| Employer contribution / active EE | $6,771 | $2,796+142.2% | $1,986+241.0% | $4,876+38.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,289 | $7,155-12.1% | $5,134+22.5% | $10,886-42.2% |