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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 | $150,525 | $95,975+56.8% | $74,549+101.9% | $135,379+11.2% |
| Participation rate | 95.5% | 75.7%+19.8pp | 69.1%+26.3pp | 82.6%+12.8pp |
| Annual return | 9.08% | 56.96%-47.9pp | 32.53%-23.4pp | 519.79%-510.7pp |
| Employer contribution / active EE | $5,455 | $2,716+100.8% | $1,961+178.2% | $4,779+14.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,132 | $6,522-36.6% | $5,059-18.3% | $10,828-61.8% |