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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 | $146,503 | $89,259+64.1% | $107,187+36.7% | $82,637+77.3% |
| Participation rate | 95.8% | 67.9%+27.9pp | 75.0%+20.8pp | 68.1%+27.7pp |
| Annual return | 14.99% | 21.02%-6.0pp | 204.55%-189.6pp | 53.51%-38.5pp |
| Employer contribution / active EE | $10,381 | $3,080+237.0% | $3,782+174.5% | $2,552+306.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,785 | $7,381-8.1% | $9,162-25.9% | $7,339-7.5% |