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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 | $61,125+232.4% | $94,057+116.0% | $87,485+132.3% |
| Participation rate | 92.4% | 64.1%+28.4pp | 73.3%+19.1pp | 68.9%+23.5pp |
| Annual return | 91.36% | 35.20%+56.2pp | 480.62%-389.3pp | 26.06%+65.3pp |
| Employer contribution / active EE | $8,416 | $2,136+293.9% | $2,933+186.9% | $2,596+224.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,222 | $5,629-60.5% | $7,244-69.3% | $7,775-71.4% |