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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 | $86,355 | $63,342+36.3% | $92,235-6.4% | $70,131+23.1% |
| Participation rate | 91.0% | 68.7%+22.4pp | 76.5%+14.5pp | 69.5%+21.5pp |
| Annual return | 21.31% | 530.15%-508.8pp | 176.28%-155.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $6,410 | $2,471+159.4% | $3,679+74.2% | $2,342+173.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $445 | $3,840-88.4% | $5,194-91.4% | $4,645-90.4% |