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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 | $151,860 | $115,814+31.1% | $101,275+49.9% | $158,982-4.5% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 13.35% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $11,629 | $4,176+178.5% | $3,660+217.7% | $4,763+144.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,225 | $7,249-41.7% | $5,948-29.0% | $11,252-62.4% |