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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 | $88,672+20.2% | $105,223+1.3% | $82,448+29.3% |
| Participation rate | 91.8% | 67.9%+23.8pp | 75.0%+16.7pp | 68.1%+23.7pp |
| Annual return | 79.65% | 30.86%+48.8pp | 180.65%-101.0pp | 41.64%+38.0pp |
| Employer contribution / active EE | $8,307 | $3,048+172.6% | $3,689+125.2% | $2,551+225.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,884 | $7,146-45.7% | $8,859-56.2% | $7,234-46.3% |