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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 | $112,785 | $73,978+52.5% | $96,515+16.9% | $75,173+50.0% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 146.51% | 26.72%+119.8pp | 35.73%+110.8pp | 160.72%-14.2pp |
| Employer contribution / active EE | $8,428 | $2,931+187.6% | $3,740+125.4% | $2,671+215.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,384 | $5,219-35.2% | $6,735-49.8% | $5,651-40.1% |