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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 | $116,850 | $88,672+31.8% | $105,223+11.0% | $82,448+41.7% |
| Participation rate | 97.3% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.2pp |
| Annual return | 23.12% | 30.86%-7.7pp | 180.65%-157.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $7,812 | $3,048+156.3% | $3,689+111.8% | $2,551+206.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,752 | $7,146-61.5% | $8,859-68.9% | $7,234-62.0% |