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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 | $116,906 | $81,358+43.7% | $155,556-24.8% | $80,959+44.4% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 153.33% | 33.39%+119.9pp | 64.84%+88.5pp | 35.67%+117.7pp |
| Employer contribution / active EE | $10,169 | $3,106+227.4% | $4,675+117.5% | $2,757+268.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,509 | $7,994-6.1% | $15,885-52.7% | $6,925+8.4% |