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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 | $205,140 | $65,367+213.8% | $92,915+120.8% | $72,976+181.1% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 275.81% | 42.11%+233.7pp | 109.45%+166.4pp | 81.02%+194.8pp |
| Employer contribution / active EE | $18,616 | $2,594+617.7% | $3,653+409.5% | $2,440+662.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,171 | $4,251+21.6% | $5,796-10.8% | $5,124+0.9% |