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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 | $49,976+306.6% | $66,674+204.8% | $82,637+145.9% |
| Participation rate | 92.4% | 63.1%+29.3pp | 73.7%+18.8pp | 68.1%+24.4pp |
| Annual return | 91.36% | 39.09%+52.3pp | 321.24%-229.9pp | 53.51%+37.9pp |
| Employer contribution / active EE | $8,416 | $1,988+323.3% | $2,620+221.2% | $2,552+229.8% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,222 | $4,594-51.6% | $5,098-56.4% | $7,339-69.7% |