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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 | $206,042 | $88,672+132.4% | $105,223+95.8% | $82,448+149.9% |
| Participation rate | 88.8% | 67.9%+20.9pp | 75.0%+13.7pp | 68.1%+20.7pp |
| Annual return | 65.98% | 30.86%+35.1pp | 180.65%-114.7pp | 41.64%+24.3pp |
| Employer contribution / active EE | $10,122 | $3,048+232.1% | $3,689+174.4% | $2,551+296.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,860 | $7,146-46.0% | $8,859-56.4% | $7,234-46.6% |