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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 | $81,276+43.8% | $155,574-24.9% | $80,925+44.5% |
| Participation rate | 94.6% | 66.2%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 153.33% | 33.36%+120.0pp | 64.87%+88.5pp | 35.65%+117.7pp |
| Employer contribution / active EE | $10,169 | $3,103+227.7% | $4,676+117.5% | $2,756+268.9% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,509 | $7,993-6.1% | $15,914-52.8% | $6,940+8.2% |