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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 | $114,377 | $63,346+80.6% | $92,240+24.0% | $70,126+63.1% |
| Participation rate | 94.5% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+25.0pp |
| Annual return | 33.32% | 530.19%-496.9pp | 176.29%-143.0pp | 73.15%-39.8pp |
| Employer contribution / active EE | $9,041 | $2,471+265.8% | $3,680+145.7% | $2,343+286.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,561 | $3,841-33.3% | $5,194-50.7% | $4,645-44.9% |