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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 | $152,521 | $89,367+70.7% | $141,191+8.0% | $72,975+109.0% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 21.20% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $7,565 | $3,115+142.9% | $4,736+59.7% | $2,440+210.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,076 | $5,957-81.9% | $10,264-89.5% | $5,124-79.0% |