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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 | $87,329 | $102,422-14.7% | $147,117-40.6% | $80,959+7.9% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 26.74% | 135.16%-108.4pp | 420.54%-393.8pp | 35.67%-8.9pp |
| Employer contribution / active EE | $6,432 | $3,717+73.0% | $4,932+30.4% | $2,757+133.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,320 | $7,953-70.8% | $12,993-82.1% | $6,925-66.5% |