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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 | $106,622 | $93,345+14.2% | $119,126-10.5% | $87,485+21.9% |
| Participation rate | 91.8% | 68.7%+23.0pp | 75.8%+16.0pp | 68.9%+22.8pp |
| Annual return | 79.65% | 19.08%+60.6pp | 282.11%-202.5pp | 26.06%+53.6pp |
| Employer contribution / active EE | $8,307 | $3,172+161.9% | $4,034+106.0% | $2,596+220.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,884 | $8,039-51.7% | $10,693-63.7% | $7,775-50.0% |