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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 | $102,422+2.7% | $147,117-28.5% | $80,959+29.9% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 28.04% | 135.16%-107.1pp | 420.54%-392.5pp | 35.67%-7.6pp |
| Employer contribution / active EE | $18,053 | $3,717+385.6% | $4,932+266.0% | $2,757+554.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,443 | $7,953-69.3% | $12,993-81.2% | $6,925-64.7% |