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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 | $147,333 | $98,760+49.2% | $149,715-1.6% | $79,858+84.5% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 65.68% | 27.43%+38.3pp | 276.66%-211.0pp | 31.72%+34.0pp |
| Employer contribution / active EE | $5,746 | $3,217+78.6% | $4,645+23.7% | $2,471+132.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,409 | $6,053-60.2% | $9,310-74.1% | $5,306-54.6% |