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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 | $105,167 | $102,429+2.7% | $147,096-28.5% | $80,925+30.0% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 28.04% | 135.02%-107.0pp | 419.75%-391.7pp | 35.65%-7.6pp |
| Employer contribution / active EE | $18,053 | $3,716+385.9% | $4,936+265.7% | $2,756+555.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,443 | $7,957-69.3% | $13,005-81.2% | $6,940-64.8% |