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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 | $122,196 | $73,518+66.2% | $63,003+94.0% | $147,585-17.2% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 10.56% | 175.46%-164.9pp | 87.59%-77.0pp | 578.57%-568.0pp |
| Employer contribution / active EE | $4,719 | $3,322+42.0% | $2,760+71.0% | $4,876-3.2% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,615 | $5,952-39.3% | $3,600+0.4% | $10,885-66.8% |