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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 | $53,063+70.6% | $124,206-27.1% | $82,637+9.6% |
| Participation rate | 93.8% | 58.4%+35.3pp | 69.6%+24.2pp | 68.1%+25.7pp |
| Annual return | 19.25% | 68.87%-49.6pp | 515.27%-496.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $7,231 | $1,530+372.5% | $3,540+104.3% | $2,552+183.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,317 | $4,281+0.9% | $5,929-27.2% | $7,339-41.2% |