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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 | $154,264 | $73,546+109.8% | $63,018+144.8% | $147,586+4.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 10.84% | 175.56%-164.7pp | 87.62%-76.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $8,789 | $3,324+164.4% | $2,761+218.4% | $4,876+80.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,844 | $5,956+31.7% | $3,601+117.8% | $10,886-27.9% |