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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 | $90,550 | $52,353+73.0% | $120,225-24.7% | $82,448+9.8% |
| Participation rate | 93.8% | 58.3%+35.4pp | 69.6%+24.2pp | 68.1%+25.7pp |
| Annual return | 19.25% | 61.85%-42.6pp | 439.23%-420.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $7,231 | $1,510+378.9% | $3,475+108.1% | $2,551+183.5% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,317 | $4,363-1.0% | $5,696-24.2% | $7,234-40.3% |