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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 | $185,356 | $91,179+103.3% | $178,499+3.8% | $79,852+132.1% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 14.70% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $16,691 | $3,256+412.7% | $5,011+233.1% | $2,471+575.5% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $43,928 | $6,749+550.9% | $13,986+214.1% | $5,306+727.8% |