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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 | $198,018 | $90,170+119.6% | $150,734+31.4% | $69,733+184.0% |
| Participation rate | 95.3% | 60.2%+35.1pp | 78.4%+16.8pp | 62.5%+32.8pp |
| Annual return | 57.52% | 16.56%+41.0pp | 600.81%-543.3pp | 15.22%+42.3pp |
| Employer contribution / active EE | $11,480 | $3,428+234.9% | $4,918+133.4% | $2,250+410.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6,672 | $4,600+45.0% | $14,905-55.2% | $3,102+115.1% |