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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 | $111,878+68.4% | $93,727+101.0% | $145,897+29.1% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.1pp |
| Annual return | 9.06% | 204.28%-195.2pp | 133.83%-124.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $8,665 | $3,092+180.2% | $2,421+257.9% | $4,663+85.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,933 | $10,256-42.2% | $8,292-28.5% | $13,390-55.7% |