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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 | $81,476+171.7% | $102,383+116.2% | $80,925+173.5% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 89.93% | 25.59%+64.3pp | 24.94%+65.0pp | 35.65%+54.3pp |
| Employer contribution / active EE | $8,807 | $3,105+183.7% | $3,870+127.6% | $2,756+219.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,685 | $6,717-15.4% | $8,391-32.3% | $6,940-18.1% |