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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 | $96,731+113.0% | $123,973+66.2% | $86,983+136.9% |
| Participation rate | 88.8% | 70.0%+18.8pp | 76.7%+12.1pp | 69.5%+19.2pp |
| Annual return | 65.98% | 17.33%+48.7pp | 388.13%-322.1pp | 25.83%+40.1pp |
| Employer contribution / active EE | $10,122 | $3,297+207.0% | $4,126+145.4% | $2,584+291.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,860 | $8,722-55.7% | $11,799-67.3% | $7,856-50.9% |