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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 | $105,284+95.7% | $150,734+36.7% | $94,015+119.2% |
| Participation rate | 88.8% | 71.7%+17.0pp | 78.4%+10.3pp | 70.8%+18.0pp |
| Annual return | 65.98% | 15.67%+50.3pp | 600.81%-534.8pp | 17.84%+48.1pp |
| Employer contribution / active EE | $10,122 | $3,599+181.3% | $4,918+105.8% | $2,790+262.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,860 | $9,839-60.8% | $14,905-74.1% | $8,951-56.9% |