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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 | $148,989 | $118,877+25.3% | $96,570+54.3% | $167,536-11.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 8.36% | 50.50%-42.1pp | 37.79%-29.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $11,250 | $3,121+260.5% | $2,357+377.3% | $4,839+132.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,558 | $8,069-80.7% | $6,182-74.8% | $12,315-87.4% |