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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 | $162,107 | $171,492-5.5% | $150,734+7.5% | $198,609-18.4% |
| Participation rate | 93.8% | 81.4%+12.3pp | 78.4%+15.3pp | 82.4%+11.4pp |
| Annual return | 8.08% | 804.70%-796.6pp | 600.81%-592.7pp | 202.70%-194.6pp |
| Employer contribution / active EE | $9,063 | $5,470+65.7% | $4,918+84.3% | $5,055+79.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,371 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |