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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 | $73,546+10.3% | $63,018+28.8% | $147,586-45.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.7pp | 82.8%+12.6pp |
| Annual return | 10.41% | 175.56%-165.2pp | 87.62%-77.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $9,305 | $3,324+180.0% | $2,761+237.1% | $4,876+90.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $858 | $5,956-85.6% | $3,601-76.2% | $10,886-92.1% |