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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 | $219,158 | $77,908+181.3% | $149,696+46.4% | $75,173+191.5% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 50.53% | 31.73%+18.8pp | 134.46%-83.9pp | 160.72%-110.2pp |
| Employer contribution / active EE | $27,070 | $3,138+762.7% | $4,821+461.5% | $2,671+913.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,268 | $5,950-61.9% | $13,212-82.8% | $5,651-59.9% |