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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 | $126,519+25.5% | $106,201+49.5% | $145,959+8.8% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.47% | 225.10%-215.6pp | 116.26%-106.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $11,111 | $3,726+198.2% | $3,170+250.5% | $4,661+138.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,890 | $17,312-60.2% | $11,039-37.6% | $13,398-48.6% |