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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 | $81,148 | $73,518+10.4% | $63,003+28.8% | $147,585-45.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.6pp | 82.8%+12.6pp |
| Annual return | 10.41% | 175.46%-165.1pp | 87.59%-77.2pp | 578.57%-568.2pp |
| Employer contribution / active EE | $9,305 | $3,322+180.1% | $2,760+237.1% | $4,876+90.8% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $858 | $5,952-85.6% | $3,600-76.2% | $10,885-92.1% |