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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 | $203,539 | $81,446+149.9% | $103,374+96.9% | $80,874+151.7% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 90.27% | 25.57%+64.7pp | 24.89%+65.4pp | 35.62%+54.6pp |
| Employer contribution / active EE | $10,342 | $3,107+232.9% | $3,869+167.3% | $2,756+275.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,133 | $6,715-38.5% | $8,394-50.8% | $6,935-40.4% |