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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 | $95,526 | $98,776-3.3% | $149,745-36.2% | $79,856+19.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 54.63% | 27.38%+27.3pp | 276.72%-222.1pp | 31.71%+22.9pp |
| Employer contribution / active EE | $9,555 | $3,217+197.0% | $4,646+105.7% | $2,471+286.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,126 | $6,053+1.2% | $9,312-34.2% | $5,306+15.4% |