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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 | $117,565 | $99,994+17.6% | $146,643-19.8% | $85,847+36.9% |
| Participation rate | 94.0% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.7pp |
| Annual return | 42.51% | 18.93%+23.6pp | 22.75%+19.8pp | 318.61%-276.1pp |
| Employer contribution / active EE | $8,300 | $2,559+224.3% | $4,137+100.6% | $2,565+223.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,075 | $7,703-47.1% | $10,280-60.4% | $6,261-34.9% |