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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 | $158,737 | $125,237+26.7% | $105,608+50.3% | $145,877+8.8% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.47% | 225.76%-216.3pp | 116.50%-107.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $11,111 | $3,720+198.7% | $3,167+250.8% | $4,663+138.3% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,890 | $17,287-60.1% | $11,028-37.5% | $13,402-48.6% |