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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 | $90,890 | $56,134+61.9% | $96,171-5.5% | $85,847+5.9% |
| Participation rate | 94.7% | 56.7%+38.0pp | 68.4%+26.3pp | 69.3%+25.4pp |
| Annual return | 16.44% | 42.30%-25.9pp | 192.04%-175.6pp | 318.61%-302.2pp |
| Employer contribution / active EE | $7,115 | $1,620+339.1% | $2,799+154.2% | $2,565+177.3% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,392 | $3,769+16.5% | $5,538-20.7% | $6,261-29.8% |