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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 | $227,991 | $150,346+51.6% | $120,524+89.2% | $145,877+56.3% |
| Participation rate | 95.2% | 78.8%+16.4pp | 71.9%+23.3pp | 80.3%+14.9pp |
| Annual return | 17.93% | 154.40%-136.5pp | 107.36%-89.4pp | 551.28%-533.4pp |
| Employer contribution / active EE | $12,143 | $4,353+179.0% | $3,469+250.0% | $4,663+160.4% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,453 | $12,215-30.8% | $9,440-10.5% | $13,402-36.9% |