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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 | $132,889 | $106,923+24.3% | $84,023+58.2% | $152,909-13.1% |
| Participation rate | 88.9% | 75.3%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 18.52% | 105.02%-86.5pp | 71.32%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $3,333 | $2,735+21.9% | $1,984+68.0% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,051 | $8,289-14.9% | $6,102+15.5% | $11,601-39.2% |