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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 | $80,332+146.5% | $107,187+84.7% | $64,097+208.9% |
| Participation rate | 95.3% | 54.4%+40.9pp | 75.0%+20.3pp | 55.2%+40.1pp |
| Annual return | 57.52% | 24.26%+33.3pp | 204.55%-147.0pp | 34.64%+22.9pp |
| Employer contribution / active EE | $11,480 | $2,501+359.0% | $3,782+203.5% | $1,891+506.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $6,672 | $4,314+54.6% | $9,162-27.2% | $3,454+93.1% |