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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 | $221,600 | $88,672+149.9% | $105,223+110.6% | $82,448+168.8% |
| Participation rate | 98.4% | 67.9%+30.5pp | 75.0%+23.4pp | 68.1%+30.4pp |
| Annual return | 225.19% | 30.86%+194.3pp | 180.65%+44.5pp | 41.64%+183.6pp |
| Employer contribution / active EE | $2,590 | $3,048-15.0% | $3,689-29.8% | $2,551+1.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,939 | $7,146-72.9% | $8,859-78.1% | $7,234-73.2% |