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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 | $221,342 | $81,504+171.6% | $102,437+116.1% | $80,959+173.4% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 89.93% | 25.60%+64.3pp | 24.95%+65.0pp | 35.67%+54.3pp |
| Employer contribution / active EE | $8,807 | $3,104+183.8% | $3,871+127.5% | $2,757+219.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,685 | $6,719-15.4% | $8,388-32.2% | $6,925-17.9% |