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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 | $81,476+149.8% | $102,383+98.8% | $80,925+151.5% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | 90.27% | 25.59%+64.7pp | 24.94%+65.3pp | 35.65%+54.6pp |
| Employer contribution / active EE | $10,342 | $3,105+233.1% | $3,870+167.2% | $2,756+275.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,133 | $6,717-38.5% | $8,391-50.7% | $6,940-40.5% |