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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 | $96,731+120.3% | $123,973+71.9% | $86,983+145.0% |
| Participation rate | 96.7% | 70.0%+26.6pp | 76.7%+20.0pp | 69.5%+27.1pp |
| Annual return | 63.49% | 17.33%+46.2pp | 388.13%-324.6pp | 25.83%+37.7pp |
| Employer contribution / active EE | $8,807 | $3,297+167.1% | $4,126+113.5% | $2,584+240.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $14,618 | $8,722+67.6% | $11,799+23.9% | $7,856+86.1% |