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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 | $85,328 | $72,071+18.4% | $68,368+24.8% | $137,256-37.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 16.36% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,494 | $2,788+312.3% | $2,649+333.9% | $4,156+176.6% |
| Participant deferral / active EE | $10,703 | $4,410+142.7% | $4,123+159.6% | $6,407+67.1% |
| Admin fee / account holder | $505,300 | $5,336+9370.4% | $5,150+9712.0% | $12,270+4018.1% |