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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 | $113,904 | $81,664+39.5% | $70,476+61.6% | $158,966-28.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 8.91% | 208.59%-199.7pp | 109.12%-100.2pp | 302.95%-294.0pp |
| Employer contribution / active EE | $4,322 | $3,219+34.3% | $2,738+57.9% | $4,762-9.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,703 | $6,197+250.2% | $3,847+464.2% | $11,250+92.9% |