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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 | $187,120 | $95,415+96.1% | $185,851+0.7% | $85,851+118.0% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 18.64% | 23.59%-4.9pp | 122.11%-103.5pp | 318.63%-300.0pp |
| Employer contribution / active EE | $11,749 | $3,314+254.5% | $5,168+127.3% | $2,565+358.0% |
| Participant deferral / active EE | $5,457 | $3,424+59.4% | $5,569-2.0% | $3,952+38.1% |
| Admin fee / account holder | $9,735 | $7,215+34.9% | $16,245-40.1% | $6,261+55.5% |