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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 | $203,189 | $51,638+293.5% | $68,368+197.2% | $82,448+146.4% |
| Participation rate | 92.4% | 63.6%+28.8pp | 73.8%+18.7pp | 68.1%+24.4pp |
| Annual return | 91.36% | 37.53%+53.8pp | 292.57%-201.2pp | 41.64%+49.7pp |
| Employer contribution / active EE | $8,416 | $2,047+311.2% | $2,649+217.7% | $2,551+229.9% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,222 | $4,643-52.1% | $5,150-56.9% | $7,234-69.3% |