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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 | $131,674 | $111,830+17.7% | $93,696+40.5% | $145,884-9.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.31% | 204.08%-190.8pp | 133.74%-120.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $7,500 | $3,093+142.5% | $2,422+209.7% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,121 | $10,249-69.6% | $8,287-62.3% | $13,392-76.7% |