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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 | $90,418 | $81,208+11.3% | $98,920-8.6% | $79,856+13.2% |
| Participation rate | 94.4% | 72.5%+21.9pp | 76.0%+18.4pp | 69.6%+24.8pp |
| Annual return | 54.81% | 60.99%-6.2pp | 196.47%-141.7pp | 31.71%+23.1pp |
| Employer contribution / active EE | $8,378 | $1,960+327.5% | $2,689+211.5% | $2,471+239.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,518 | $6,013-8.2% | $6,643-16.9% | $5,306+4.0% |