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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 | $151,063 | $82,678+82.7% | $125,391+20.5% | $68,490+120.6% |
| Participation rate | 93.2% | 75.1%+18.2pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | 5.69% | -5.97%+11.7pp | 572.41%-566.7pp | -7.85%+13.5pp |
| Employer contribution / active EE | $12,075 | $3,382+257.0% | $4,816+150.8% | $2,597+365.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,245 | $6,277-16.5% | $10,009-47.6% | $5,403-2.9% |