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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 | $93,345+128.3% | $119,126+78.9% | $87,485+143.6% |
| Participation rate | 96.7% | 68.7%+27.9pp | 75.8%+20.9pp | 68.9%+27.7pp |
| Annual return | 63.49% | 19.08%+44.4pp | 282.11%-218.6pp | 26.06%+37.4pp |
| Employer contribution / active EE | $8,807 | $3,172+177.7% | $4,034+118.3% | $2,596+239.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,618 | $8,039+81.8% | $10,693+36.7% | $7,775+88.0% |