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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 | $227,241 | $101,795+123.2% | $165,100+37.6% | $80,959+180.7% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 207.48% | 16.73%+190.7pp | 70.21%+137.3pp | 35.67%+171.8pp |
| Employer contribution / active EE | $4,994 | $2,954+69.1% | $4,348+14.9% | $2,757+81.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,423 | $8,221-70.5% | $12,696-80.9% | $6,925-65.0% |