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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 | $150,435+51.6% | $120,580+89.1% | $145,897+56.3% |
| Participation rate | 95.2% | 78.8%+16.4pp | 72.0%+23.3pp | 80.3%+14.9pp |
| Annual return | 17.93% | 154.60%-136.7pp | 107.48%-89.5pp | 552.29%-534.4pp |
| Employer contribution / active EE | $12,143 | $4,352+179.0% | $3,469+250.0% | $4,663+160.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,453 | $12,182-30.6% | $9,418-10.3% | $13,390-36.9% |