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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 | $139,417 | $106,524+30.9% | $152,301-8.5% | $87,485+59.4% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 155.14% | 26.89%+128.3pp | 80.50%+74.6pp | 26.06%+129.1pp |
| Employer contribution / active EE | $3,518 | $3,371+4.3% | $4,624-23.9% | $2,596+35.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,772 | $8,287-66.6% | $14,398-80.7% | $7,775-64.4% |