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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 | $99,130 | $63,346+56.5% | $92,240+7.5% | $70,126+41.4% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 13.56% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,500 | $2,471+1.2% | $3,680-32.1% | $2,343+6.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,551 | $3,841+96.6% | $5,194+45.4% | $4,645+62.6% |