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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 | $226,934 | $90,606+150.5% | $79,466+185.6% | $135,379+67.6% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 8.72% | 977.69%-969.0pp | 718.28%-709.6pp | 519.79%-511.1pp |
| Employer contribution / active EE | $3,556 | $3,068+15.9% | $2,800+27.0% | $4,779-25.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,719 | $5,895-3.0% | $5,104+12.1% | $10,828-47.2% |