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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 | $116,529 | $118,708-1.8% | $98,920+17.8% | $158,966-26.7% |
| Participation rate | 95.7% | 77.8%+17.8pp | 76.0%+19.6pp | 82.0%+13.7pp |
| Annual return | 14.33% | 372.49%-358.2pp | 196.47%-182.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $6,522 | $3,334+95.6% | $2,689+142.5% | $4,762+36.9% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,104 | $10,134-49.6% | $6,643-23.2% | $11,250-54.6% |