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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 | $156,763 | $65,566+139.1% | $86,235+81.8% | $75,177+108.5% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.8pp | 67.2%+25.5pp |
| Annual return | 13.59% | 46.07%-32.5pp | 1170.03%-1156.4pp | 160.75%-147.2pp |
| Employer contribution / active EE | $9,593 | $1,553+517.6% | $2,381+302.9% | $2,671+259.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,244 | $5,470+197.0% | $6,856+136.9% | $5,651+187.4% |