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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 | $188,371 | $111,785+68.5% | $93,669+101.1% | $145,877+29.1% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 9.06% | 203.79%-194.7pp | 133.59%-124.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $8,665 | $3,096+179.9% | $2,424+257.5% | $4,663+85.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,933 | $10,256-42.2% | $8,291-28.4% | $13,402-55.7% |