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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 | $109,103 | $106,524+2.4% | $152,301-28.4% | $87,485+24.7% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.4%+7.8pp | 68.9%+21.3pp |
| Annual return | 361.52% | 26.89%+334.6pp | 80.50%+281.0pp | 26.06%+335.5pp |
| Employer contribution / active EE | $12,841 | $3,371+280.9% | $4,624+177.7% | $2,596+394.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,829 | $8,287+30.7% | $14,398-24.8% | $7,775+39.3% |