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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 | $140,591 | $115,810+21.4% | $101,271+38.8% | $158,966-11.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.32% | 56.15%-47.8pp | 46.48%-38.2pp | 302.95%-294.6pp |
| Employer contribution / active EE | $10,870 | $4,175+160.3% | $3,660+197.0% | $4,762+128.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,570 | $7,248+32.0% | $5,948+60.9% | $11,250-14.9% |