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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 | $229,896 | $112,935+103.6% | $90,970+152.7% | $158,966+44.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 54.84% | 215.79%-160.9pp | 134.58%-79.7pp | 302.95%-248.1pp |
| Employer contribution / active EE | $14,039 | $2,895+385.0% | $2,122+561.4% | $4,762+194.8% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,619 | $8,045-67.4% | $5,960-56.1% | $11,250-76.7% |