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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 | $93,394 | $98,776-5.4% | $149,745-37.6% | $79,856+17.0% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.0pp |
| Annual return | 47.42% | 27.38%+20.0pp | 276.72%-229.3pp | 31.71%+15.7pp |
| Employer contribution / active EE | $13,251 | $3,217+311.9% | $4,646+185.2% | $2,471+436.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,050 | $6,053-33.1% | $9,312-56.5% | $5,306-23.7% |