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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 | $212,857 | $78,682+170.5% | $109,188+94.9% | $85,851+147.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 375.91% | 25.09%+350.8pp | 25.76%+350.2pp | 318.63%+57.3pp |
| Employer contribution / active EE | $22,656 | $2,734+728.7% | $3,723+508.5% | $2,565+783.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,768 | $5,470-12.8% | $6,755-29.4% | $6,261-23.9% |