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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 | $93,345+120.7% | $119,126+73.0% | $87,485+135.5% |
| Participation rate | 88.8% | 68.7%+20.0pp | 75.8%+13.0pp | 68.9%+19.8pp |
| Annual return | 65.98% | 19.08%+46.9pp | 282.11%-216.1pp | 26.06%+39.9pp |
| Employer contribution / active EE | $10,122 | $3,172+219.2% | $4,034+151.0% | $2,596+289.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,860 | $8,039-52.0% | $10,693-63.9% | $7,775-50.4% |