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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 | $133,559 | $58,828+127.0% | $78,002+71.2% | $62,881+112.4% |
| Participation rate | 96.9% | 71.1%+25.9pp | 75.5%+21.4pp | 69.3%+27.6pp |
| Annual return | 6.64% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,999 | $1,672+438.3% | $2,470+264.3% | $2,281+294.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,123 | $4,393+84.9% | $5,481+48.2% | $4,296+89.1% |