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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 | $176,430 | $77,145+128.7% | $108,410+62.7% | $85,856+105.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 17.20% | 44.54%-27.3pp | 905.34%-888.1pp | 318.58%-301.4pp |
| Employer contribution / active EE | $11,111 | $2,379+367.0% | $3,558+212.3% | $2,565+333.2% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,562-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,382 | $5,172+4.1% | $7,296-26.2% | $6,261-14.0% |