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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 | $213,090 | $88,672+140.3% | $105,223+102.5% | $82,448+158.5% |
| Participation rate | 96.7% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.6pp |
| Annual return | 63.49% | 30.86%+32.6pp | 180.65%-117.2pp | 41.64%+21.8pp |
| Employer contribution / active EE | $8,807 | $3,048+188.9% | $3,689+138.8% | $2,551+245.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,618 | $7,146+104.6% | $8,859+65.0% | $7,234+102.1% |