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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 | $86,304 | $89,367-3.4% | $141,191-38.9% | $72,975+18.3% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 42.22% | 111.87%-69.6pp | 71.41%-29.2pp | 81.01%-38.8pp |
| Employer contribution / active EE | $7,916 | $3,115+154.1% | $4,736+67.2% | $2,440+224.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,711 | $5,957-37.7% | $10,264-63.8% | $5,124-27.6% |