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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 | $178,799 | $88,672+101.6% | $105,223+69.9% | $82,448+116.9% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.3pp | 68.1%+23.3pp |
| Annual return | 60.90% | 30.86%+30.0pp | 180.65%-119.7pp | 41.64%+19.3pp |
| Employer contribution / active EE | $5,885 | $3,048+93.1% | $3,689+59.5% | $2,551+130.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,986 | $7,146-44.2% | $8,859-55.0% | $7,234-44.9% |