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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 | $241,496 | $124,346+94.2% | $111,308+117.0% | $167,536+44.1% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 11.87% | 37.45%-25.6pp | 54.67%-42.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $7,273 | $3,437+111.6% | $2,732+166.2% | $4,839+50.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $38,057 | $10,621+258.3% | $7,965+377.8% | $12,315+209.0% |